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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $40,405 |
LINCOLN NATIONAL CORPORATION11+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $15,207 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,377 | $65,561-47.6% | $91,541-62.4% | $74,304-53.7% |
| Participation rate | 83.7% | 56.6%+27.1pp | 69.8%+13.9pp | 60.3%+23.4pp |
| Annual return | 12.41% | 17.68%-5.3pp | 20.50%-8.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,689 | $1,717-1.6% | $2,505-32.6% | $2,241-24.6% |
| Participant deferral / active EE | $2,811 | $2,918-3.7% | $4,008-29.9% | $3,767-25.4% |
| Admin fee / account holder | $284 | $3,333-91.5% | $6,956-95.9% | $2,969-90.4% |