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 | $56,867 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $10,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,682 | $79,171-34.7% | $102,423-49.5% | $74,495-30.6% |
| Participation rate | 90.9% | 74.8%+16.1pp | 76.5%+14.4pp | 67.2%+23.7pp |
| Annual return | 16.52% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,065 | $2,362-12.6% | $3,023-31.7% | $2,623-21.3% |
| Participant deferral / active EE | $5,571 | $4,415+26.2% | $5,053+10.3% | $4,346+28.2% |
| Admin fee / account holder | $244 | $2,001-87.8% | $9,451-97.4% | $1,942-87.4% |