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 WEALTH Service code 16 · EIN 93-0987232 | Consulting | $17,185 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,055 |
SAGEPOINT FINANCIAL INC7 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $5,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,564 | $69,763-11.8% | $67,502-8.8% | $74,495-17.4% |
| Participation rate | 87.1% | 71.4%+15.8pp | 72.9%+14.3pp | 67.2%+19.9pp |
| Annual return | 12.87% | -40.34%+53.2pp | 3512.12%-3499.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,909 | $3,636+35.0% | $4,000+22.7% | $4,346+13.0% |
| Admin fee / account holder | $126 | $896-85.9% | $3,998-96.8% | $1,942-93.5% |