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 |
|---|---|---|
STONEBRIDGE2 years Filed as: STONEBRIDGE FINANCIAL GROUP, LLC Service code 27 · EIN 46-1727685 | Advisory (Plan) | $27,618 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,976 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,551 | $86,944-44.2% | $107,525-54.8% | $74,304-34.7% |
| Participation rate | 77.6% | 59.6%+18.0pp | 75.1%+2.5pp | 60.3%+17.2pp |
| Annual return | 17.87% | 23.52%-5.6pp | 181.32%-163.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,810 | $2,757-34.3% | $3,754-51.8% | $2,241-19.2% |
| Participant deferral / active EE | $4,011 | $3,554+12.8% | $5,116-21.6% | $3,767+6.5% |
| Admin fee / account holder | $238 | $3,727-93.6% | $8,919-97.3% | $2,969-92.0% |