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 GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $35,583 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $14,215 |
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 | $32,793 | $62,127-47.2% | $81,382-59.7% | $74,495-56.0% |
| Participation rate | 82.5% | 64.0%+18.5pp | 69.5%+13.1pp | 67.2%+15.3pp |
| Annual return | 12.51% | 16.48%-4.0pp | 24.73%-12.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,555 | $1,882-17.4% | $2,463-36.8% | $2,623-40.7% |
| Participant deferral / active EE | $2,566 | $3,229-20.5% | $3,883-33.9% | $4,346-41.0% |
| Admin fee / account holder | $254 | $1,934-86.9% | $5,768-95.6% | $1,942-86.9% |