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 ADVISORS2 years Service code 27 · EIN 45-3959629 | Advisory (Plan) | $19,616 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $15,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,744 | $65,557-59.2% | $64,056-58.2% | $71,457-62.6% |
| Participation rate | 90.2% | 73.2%+17.0pp | 72.3%+17.9pp | 67.9%+22.3pp |
| Annual return | 13.37% | 18.94%-5.6pp | 33.69%-20.3pp | 28.85%-15.5pp |
| Employer contribution / active EE | $3,102 | $2,669+16.2% | $2,747+12.9% | $2,588+19.9% |
| Participant deferral / active EE | $2,394 | $3,626-34.0% | $3,880-38.3% | $4,289-44.2% |
| Admin fee / account holder | $154 | $616-75.0% | $3,068-95.0% | $1,587-90.3% |