Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $30,495 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,988 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,648 | $62,177+164.8% | $81,370+102.3% | $74,478+121.1% |
| Participation rate | 82.4% | 64.1%+18.3pp | 69.5%+12.9pp | 67.2%+15.2pp |
| Annual return | 12.42% | 16.62%-4.2pp | 24.85%-12.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,749 | $1,881-7.0% | $2,464-29.0% | $2,626-33.4% |
| Participant deferral / active EE | $7,602 | $3,219+136.1% | $3,885+95.7% | $4,350+74.7% |
| Admin fee / account holder | $39 | $1,927-98.0% | $5,749-99.3% | $1,946-98.0% |