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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,592 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $18,442 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,790 | $76,670+69.3% | $96,683+34.2% | $71,457+81.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 4.39% | 48.29%-43.9pp | 35.69%-31.3pp | 28.85%-24.5pp |
| Employer contribution / active EE | $10,732 | $3,031+254.0% | $3,737+187.2% | $2,588+314.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $85 | $2,028-95.8% | $6,730-98.7% | $1,587-94.6% |