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 Service code 28 14800 FRYE ROAD, 2ND FLOOR · FORT WORTH, TX 76155 | Investment Management | $12,138 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,916 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $5,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,507 | $49,915+17.2% | $154,803-62.2% | $74,304-21.3% |
| Participation rate | 89.9% | 54.0%+35.9pp | 78.1%+11.8pp | 60.3%+29.5pp |
| Annual return | 15.02% | 34.06%-19.0pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,498 | $1,611+55.0% | $4,305-42.0% | $2,241+11.4% |
| Participant deferral / active EE | $4,326 | $2,255+91.9% | $5,540-21.9% | $3,767+14.8% |
| Admin fee / account holder | $149 | $2,189-93.2% | $14,329-99.0% | $2,969-95.0% |