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 FINL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $16,969 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,779 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,909 | $54,705-65.4% | $71,209-73.4% | $84,808-77.7% |
| Participation rate | 96.4% | 64.1%+32.3pp | 73.8%+22.6pp | 68.3%+28.1pp |
| Annual return | 11.00% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $364 | $2,158-83.1% | $2,721-86.6% | $2,631-86.2% |
| Participant deferral / active EE | $2,652 | $3,030-12.5% | $4,175-36.5% | $4,212-37.0% |
| Admin fee / account holder | $260 | $4,863-94.6% | $5,349-95.1% | $7,344-96.5% |