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 |
|---|---|---|
ACUMEN WEALTH ADVISORS1 year Service code 27 · EIN 45-3959629 | Advisory (Plan) | $14,164 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $11,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,308 | $60,989-63.4% | $60,874-63.4% | $66,914-66.7% |
| Participation rate | 94.3% | 74.5%+19.8pp | 73.1%+21.2pp | 69.8%+24.5pp |
| Annual return | -15.17% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,996 | $2,661+12.6% | $2,701+10.9% | $2,544+17.7% |
| Participant deferral / active EE | $2,416 | $3,615-33.2% | $3,817-36.7% | $4,237-43.0% |
| Admin fee / account holder | $123 | $338-63.7% | $3,224-96.2% | $593-79.3% |