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 INC2 years Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $15,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,591 | $30,588-58.8% | $53,898-76.6% | $85,563-85.3% |
| Participation rate | 94.4% | 26.3%+68.0pp | 55.0%+39.4pp | 66.0%+28.4pp |
| Annual return | 13.65% | 50.42%-36.8pp | 528.60%-515.0pp | 31.51%-17.9pp |
| Employer contribution / active EE | $352 | $436-19.2% | $932-62.2% | $2,654-86.7% |
| Participant deferral / active EE | $2,354 | $848+177.6% | $1,826+28.9% | $4,375-46.2% |
| Admin fee / account holder | $172 | $1,879-90.8% | $2,491-93.1% | $834-79.4% |