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 Filed as: OSAIC FINL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $13,658 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,984 |
Service code 27 7755 3RD ST NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,411 | $58,208-78.7% | $81,812-84.8% | $80,856-84.7% |
| Participation rate | 98.3% | 63.4%+34.9pp | 72.3%+26.0pp | 67.6%+30.7pp |
| Annual return | 11.22% | 41.66%-30.4pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $663 | $2,340-71.6% | $2,912-77.2% | $2,755-75.9% |
| Participant deferral / active EE | $2,877 | $3,281-12.3% | $4,319-33.4% | $4,296-33.0% |
| Admin fee / account holder | $107 | $4,981-97.9% | $7,386-98.6% | $6,918-98.5% |