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 INSTITUTIONS INC Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $23,233 |
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 | $57,022 | $55,415+2.9% | $155,509-63.3% | $74,495-23.5% |
| Participation rate | 57.6% | 61.9%-4.3pp | 78.2%-20.6pp | 67.2%-9.6pp |
| Annual return | 11.81% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,780 | $2,267-21.5% | $4,672-61.9% | $2,623-32.1% |
| Participant deferral / active EE | $2,538 | $2,836-10.5% | $5,626-54.9% | $4,346-41.6% |
| Admin fee / account holder | $221 | $1,738-87.3% | $15,912-98.6% | $1,942-88.6% |