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 MANAGEMENT4 years Service code 27 · EIN 36-4903684 | Advisory (Plan) | $113,304 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $101,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,372 | $61,058-33.9% | $71,209-43.3% | $85,563-52.8% |
| Participation rate | 88.4% | 58.6%+29.8pp | 73.8%+14.6pp | 66.0%+22.4pp |
| Annual return | 20.55% | 100.41%-79.9pp | 282.51%-262.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $2,608 | $2,199+18.6% | $2,721-4.2% | $2,654-1.7% |
| Participant deferral / active EE | $3,871 | $3,173+22.0% | $4,175-7.3% | $4,375-11.5% |
| Admin fee / account holder | $243 | $855-71.6% | $5,349-95.5% | $834-70.9% |