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 |
|---|---|---|
STONEBRIDGE1 year Filed as: STONEBRIDGE FINANCIAL GROUP, LLC Service code 27 · EIN 46-1727685 | Advisory (Plan) | $18,995 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,740 |
OSAIC WEALTH INC1 year Filed as: OSAIC ADVISORY SERVICES, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $5,771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,070 | $80,724-44.2% | $103,333-56.4% | $74,495-39.5% |
| Participation rate | 76.6% | 65.7%+10.9pp | 74.5%+2.1pp | 67.2%+9.4pp |
| Annual return | 13.25% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,785 | $3,157-43.5% | $3,868-53.9% | $2,623-32.0% |
| Participant deferral / active EE | $3,857 | $3,860-0.1% | $5,057-23.7% | $4,346-11.2% |
| Admin fee / account holder | $226 | $2,368-90.4% | $8,355-97.3% | $1,942-88.3% |