See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC INSTITUTIONS INC Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $20,127 |
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 | $53,450 | $61,272-12.8% | $149,673-64.3% | $71,457-25.2% |
| Participation rate | 58.1% | 62.5%-4.4pp | 78.8%-20.6pp | 67.9%-9.8pp |
| Annual return | 15.90% | 35.85%-19.9pp | 134.42%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,913 | $2,378-19.5% | $4,818-60.3% | $2,588-26.1% |
| Participant deferral / active EE | $2,453 | $2,917-15.9% | $5,680-56.8% | $4,289-42.8% |
| Admin fee / account holder | $216 | $1,261-82.9% | $13,210-98.4% | $1,587-86.4% |