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 | $152,560 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $84,958 |
PENSION ASSURANCE LLP3 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 | Contract Administrator | $11,013 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,726 | $119,446-36.6% | $150,045-49.5% | $85,563-11.5% |
| Participation rate | 89.1% | 75.4%+13.7pp | 82.3%+6.8pp | 66.0%+23.2pp |
| Annual return | 23.80% | 23.72%+0.1pp | 62.55%-38.8pp | 31.51%-7.7pp |
| Employer contribution / active EE | $1,645 | $4,078-59.7% | $4,693-65.0% | $2,654-38.0% |
| Participant deferral / active EE | $6,358 | $7,985-20.4% | $7,997-20.5% | $4,375+45.3% |
| Admin fee / account holder | $188 | $548-65.7% | $13,435-98.6% | $834-77.5% |