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 MANAGEMENT6 years Service code 27 · EIN 33-1028994 | Advisory (Plan) | $2,331 |
CHARLES SCHWAB & CO., INC.2 years Service code 53 · EIN 94-1737782 | Insurance Commissions | $15 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,417 | $49,451-8.2% | $79,550-42.9% | $66,914-32.1% |
| Participation rate | 98.6% | 61.3%+37.2pp | 69.5%+29.1pp | 69.8%+28.8pp |
| Annual return | -13.16% | 84.25%-97.4pp | 0.16%-13.3pp | 1.58%-14.7pp |
| Employer contribution / active EE | $6,429 | $1,266+408.0% | $2,413+166.4% | $2,544+152.7% |
| Participant deferral / active EE | $1,512 | $3,159-52.1% | $3,985-62.1% | $4,237-64.3% |
| Admin fee / account holder | $80 | $595-86.6% | $6,832-98.8% | $593-86.6% |