See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,367 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $11,766 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,558 | $50,199-57.1% | $70,092-69.2% | $66,914-67.8% |
| Participation rate | 85.6% | 66.3%+19.2pp | 70.5%+15.1pp | 69.8%+15.8pp |
| Annual return | -16.28% | -13.85%-2.4pp | 190.73%-207.0pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,422 | $1,864-23.7% | $2,559-44.4% | $2,544-44.1% |
| Participant deferral / active EE | $2,143 | $3,112-31.1% | $3,849-44.3% | $4,237-49.4% |
| Admin fee / account holder | $203 | $600-66.1% | $6,267-96.8% | $593-65.7% |