See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $24,983 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,138 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,626 | $59,623+164.4% | $95,585+64.9% | $85,563+84.2% |
| Participation rate | 40.1% | 57.2%-17.2pp | 72.1%-32.0pp | 66.0%-25.9pp |
| Annual return | 14.77% | 18.22%-3.4pp | 38.56%-23.8pp | 31.51%-16.7pp |
| Employer contribution / active EE | $987 | $1,669-40.9% | $2,527-60.9% | $2,654-62.8% |
| Participant deferral / active EE | $1,962 | $3,357-41.6% | $4,023-51.2% | $4,375-55.2% |
| Admin fee / account holder | $172 | $650-73.6% | $6,127-97.2% | $834-79.4% |