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 |
|---|---|---|
STOCKMAN WEALTH MANAGEMENT2 years Service code 27 · EIN 33-1028994 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,827 | $42,548-55.8% | $74,550-74.7% | $56,287-66.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -3.16% | 12.40%-15.6pp | 32.53%-35.7pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,530 | $855+195.8% | $1,961+29.0% | $2,111+19.8% |
| Participant deferral / active EE | $815 | $2,277-64.2% | $3,108-73.8% | $3,350-75.7% |
| Admin fee / account holder | $105 | $467-77.5% | $5,060-97.9% | $521-79.8% |