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 WEALTH INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $25,017 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,877 |
ADP BROKER-DEALER10+ 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 | $131,923 | $58,926+123.9% | $97,226+35.7% | $74,495+77.1% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.2%-24.3pp |
| Annual return | 16.23% | 16.04%+0.2pp | 75.13%-58.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,235 | $1,894-34.8% | $2,729-54.7% | $2,623-52.9% |
| Participant deferral / active EE | $2,453 | $3,664-33.1% | $4,264-42.5% | $4,346-43.6% |
| Admin fee / account holder | $169 | $1,974-91.4% | $5,654-97.0% | $1,942-91.3% |