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 | $45,343-24.6% | $150,298-77.3% | $67,986-49.7% |
| Participation rate | 98.7% | 51.9%+46.8pp | 77.8%+20.9pp | 57.2%+41.5pp |
| Annual return | 13.87% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $3,130 | $1,462+114.1% | $4,154-24.7% | $2,019+55.0% |
| Participant deferral / active EE | $2,275 | $2,055+10.7% | $5,453-58.3% | $3,358-32.2% |
| Admin fee / account holder | $228 | $2,250-89.9% | $14,116-98.4% | $3,203-92.9% |