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 55 · EIN 93-0987232 | Other Commissions | $61,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,315 | $76,050+34.5% | $96,544+6.0% | $71,457+43.2% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.6pp | 67.9%+29.7pp |
| Annual return | 19.17% | 22.81%-3.6pp | 25.84%-6.7pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,923 | $2,244-14.3% | $2,965-35.1% | $2,588-25.7% |
| Participant deferral / active EE | $7,516 | $4,215+78.3% | $4,851+54.9% | $4,289+75.3% |
| Admin fee / account holder | $10 | $2,707-99.6% | $8,252-99.9% | $1,587-99.4% |