Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,591 | $27,243-53.8% | $52,425-76.0% | $79,634-84.2% |
| Participation rate | 94.4% | 22.4%+72.0pp | 55.6%+38.8pp | 62.5%+31.9pp |
| Annual return | 13.65% | 63.36%-49.7pp | 302.12%-288.5pp | 36.46%-22.8pp |
| Employer contribution / active EE | $352 | $319+10.3% | $914-61.5% | $2,529-86.1% |
| Participant deferral / active EE | $2,354 | $636+270.4% | $1,790+31.5% | $3,835-38.6% |
| Admin fee / account holder | $172 | $2,105-91.8% | $2,495-93.1% | $1,002-82.8% |