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 ADVISORS4 years Service code 27 · EIN 45-3959629 | Advisory (Plan) | $35,033 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $26,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,226 | $67,984-39.4% | $65,493-37.1% | $74,304-44.5% |
| Participation rate | 94.0% | 66.3%+27.7pp | 73.1%+20.9pp | 60.3%+33.6pp |
| Annual return | 13.96% | 19.87%-5.9pp | 982.45%-968.5pp | 29.43%-15.5pp |
| Employer contribution / active EE | $3,710 | $2,491+48.9% | $2,574+44.1% | $2,241+65.5% |
| Participant deferral / active EE | $3,699 | $3,346+10.5% | $3,961-6.6% | $3,767-1.8% |
| Admin fee / account holder | $233 | $1,373-83.0% | $5,028-95.4% | $2,969-92.1% |