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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $30,000 |
SETAWAY LLC1 year Filed as: SETAWAY, LLC Service code 99 · EIN 46-5055797 | Other Fees | $14,780 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,291 |
ASCENSUS LLC2 years Filed as: ACENSUS Service code 99 · EIN 11-3665754 | Other Fees | $5,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,981 | $119,446+70.8% | $150,045+35.9% | $85,563+138.4% |
| Participation rate | 99.2% | 75.4%+23.8pp | 82.3%+16.9pp | 66.0%+33.2pp |
| Annual return | 16.91% | 23.72%-6.8pp | 62.55%-45.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $8,043 | $4,078+97.2% | $4,693+71.4% | $2,654+203.1% |
| Participant deferral / active EE | $10,486 | $7,985+31.3% | $7,997+31.1% | $4,375+139.7% |
| Admin fee / account holder | $267 | $548-51.3% | $13,435-98.0% | $834-68.0% |