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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,376 |
OSAIC WEALTH INC3 years Filed as: OSAIC INSTITUTIONS, INC. Service code 49 · EIN 06-1367288 | Other Services | $12,502 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,712 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,175 | $49,915-31.5% | $154,803-77.9% | $74,304-54.0% |
| Participation rate | 98.7% | 54.0%+44.7pp | 78.1%+20.6pp | 60.3%+38.3pp |
| Annual return | 13.87% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,130 | $1,611+94.2% | $4,305-27.3% | $2,241+39.7% |
| Participant deferral / active EE | $2,275 | $2,255+0.9% | $5,540-58.9% | $3,767-39.6% |
| Admin fee / account holder | $228 | $2,189-89.6% | $14,329-98.4% | $2,969-92.3% |