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 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,648 | $62,127+165.0% | $81,382+102.3% | $74,495+121.0% |
| Participation rate | 82.4% | 64.0%+18.4pp | 69.5%+12.9pp | 67.2%+15.2pp |
| Annual return | 12.42% | 16.48%-4.1pp | 24.73%-12.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,749 | $1,882-7.1% | $2,463-29.0% | $2,623-33.3% |
| Participant deferral / active EE | $7,602 | $3,229+135.4% | $3,883+95.8% | $4,346+74.9% |
| Admin fee / account holder | $39 | $1,934-98.0% | $5,768-99.3% | $1,942-98.0% |