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 Service code 49 · EIN 93-0987232 | Other Services | $22,248 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $7,660 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,976 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,909 | $68,719+164.7% | $91,541+98.7% | $84,808+114.5% |
| Participation rate | 89.1% | 64.5%+24.6pp | 69.8%+19.4pp | 68.3%+20.8pp |
| Annual return | 11.76% | 19.12%-7.4pp | 20.50%-8.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,633 | $1,920-14.9% | $2,505-34.8% | $2,631-37.9% |
| Participant deferral / active EE | $7,946 | $3,136+153.4% | $4,008+98.3% | $4,212+88.7% |
| Admin fee / account holder | $29 | $5,786-99.5% | $6,956-99.6% | $7,344-99.6% |