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 ADVISORS3 years Service code 27 · EIN 45-3959629 | Advisory (Plan) | $26,165 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $19,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,998 | $69,763-52.7% | $67,502-51.1% | $74,495-55.7% |
| Participation rate | 96.8% | 71.4%+25.5pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 16.98% | -40.34%+57.3pp | 3512.12%-3495.1pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $3,698 | $2,704+36.8% | $2,731+35.4% | $2,623+41.0% |
| Participant deferral / active EE | $3,369 | $3,636-7.3% | $4,000-15.8% | $4,346-22.5% |
| Admin fee / account holder | $176 | $896-80.4% | $3,998-95.6% | $1,942-90.9% |