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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,527 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $12,211 |
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 | $31,365 | $56,423-44.4% | $77,163-59.4% | $71,457-56.1% |
| Participation rate | 80.7% | 64.3%+16.4pp | 69.6%+11.2pp | 67.9%+12.8pp |
| Annual return | 16.74% | 19.05%-2.3pp | 37.87%-21.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,468 | $1,866-21.3% | $2,535-42.1% | $2,588-43.3% |
| Participant deferral / active EE | $2,254 | $3,142-28.3% | $3,833-41.2% | $4,289-47.5% |
| Admin fee / account holder | $251 | $1,429-82.4% | $5,472-95.4% | $1,587-84.2% |