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 INC3 years Service code 55 · EIN 93-0987232 | Other Commissions | $72,646 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,825 | $87,870+47.7% | $113,168+14.7% | $74,304+74.7% |
| Participation rate | 96.8% | 70.7%+26.0pp | 76.6%+20.2pp | 60.3%+36.4pp |
| Annual return | 15.82% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,020 | $2,277-11.3% | $2,975-32.1% | $2,241-9.9% |
| Participant deferral / active EE | $8,734 | $4,241+106.0% | $5,107+71.0% | $3,767+131.8% |
| Admin fee / account holder | $13 | $3,368-99.6% | $12,068-99.9% | $2,969-99.6% |