See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $46,661 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,259 | $96,484+88.9% | $156,263+16.6% | $74,304+145.3% |
| Participation rate | 92.2% | 67.7%+24.5pp | 78.9%+13.2pp | 60.3%+31.8pp |
| Annual return | 13.38% | 17.73%-4.3pp | 59.47%-46.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $7,990 | $2,528+216.0% | $4,333+84.4% | $2,241+256.5% |
| Participant deferral / active EE | $10,235 | $4,286+138.8% | $6,158+66.2% | $3,767+171.7% |
| Admin fee / account holder | $21 | $3,728-99.4% | $14,255-99.9% | $2,969-99.3% |