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 FA INC Service code 27 · EIN 35-1151034 | Advisory (Plan) | $22,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,498 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,678 | $82,917-63.0% | $103,333-70.3% | $77,643-60.5% |
| Participation rate | 82.9% | 71.6%+11.4pp | 74.5%+8.4pp | 70.6%+12.4pp |
| Annual return | 15.35% | 19.13%-3.8pp | 24.88%-9.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,587 | $3,552-27.1% | $3,868-33.1% | $2,726-5.1% |
| Participant deferral / active EE | $2,334 | $4,108-43.2% | $5,057-53.9% | $4,647-49.8% |
| Admin fee / account holder | $149 | $638-76.6% | $8,355-98.2% | $430-65.4% |