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 Service code 55 · EIN 93-0987232 | Other Commissions | $44,767 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,484 | $59,417+190.3% | $93,606+84.3% | $74,495+131.5% |
| Participation rate | 59.0% | 59.7%-0.7pp | 68.7%-9.8pp | 67.2%-8.2pp |
| Annual return | 12.84% | 81.83%-69.0pp | 133.20%-120.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,737 | $1,264+37.4% | $2,420-28.2% | $2,623-33.8% |
| Participant deferral / active EE | $5,025 | $3,050+64.7% | $4,411+13.9% | $4,346+15.6% |
| Admin fee / account holder | $14 | $3,021-99.5% | $8,285-99.8% | $1,942-99.3% |