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 INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $35,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,529 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,483 | $101,499-34.5% | $147,005-54.8% | $74,546-10.8% |
| Participation rate | 87.7% | 75.5%+12.1pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 15.00% | 8732.34%-8717.3pp | 418.76%-403.8pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $2,142 | $3,811-43.8% | $4,934-56.6% | $2,624-18.4% |
| Participant deferral / active EE | $10,361 | $7,304+41.8% | $8,070+28.4% | $4,347+138.3% |
| Admin fee / account holder | $359 | $1,748-79.4% | $13,006-97.2% | $1,944-81.5% |