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 |
|---|---|---|
REDSTONE WEALTH MANAGEMENT3 years Service code 27 · EIN 36-4903684 | Advisory (Plan) | $89,669 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $62,542 |
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 | $29,361 | $65,908-55.5% | $81,812-64.1% | $77,643-62.2% |
| Participation rate | 87.2% | 65.8%+21.4pp | 72.3%+14.8pp | 70.6%+16.6pp |
| Annual return | 15.95% | 26.64%-10.7pp | 773.79%-757.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,684 | $2,370+13.2% | $2,912-7.9% | $2,726-1.5% |
| Participant deferral / active EE | $3,699 | $3,505+5.5% | $4,319-14.3% | $4,647-20.4% |
| Admin fee / account holder | $165 | $526-68.7% | $7,386-97.8% | $430-61.7% |