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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: SHEPHERD FINANCIAL, LLC Service code 27 1004 MAIN STREET · WINCHESTER, MA 01890 | Advisory (Plan) | $23,411 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $14,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,696 | $47,922+18.3% | $75,886-25.3% | $65,185-13.0% |
| Participation rate | 61.8% | 63.0%-1.2pp | 69.3%-7.4pp | 70.2%-8.4pp |
| Annual return | 22.46% | 24.12%-1.7pp | 30.76%-8.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $921 | $1,557-40.8% | $2,500-63.2% | $2,177-57.7% |
| Participant deferral / active EE | $2,797 | $2,550+9.7% | $3,603-22.4% | $3,514-20.4% |
| Admin fee / account holder | $194 | $532-63.6% | $5,418-96.4% | $847-77.2% |