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 |
|---|---|---|
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 71-0294708 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Other Services | $18,928 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $12,304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,852 | $91,760-9.7% | $156,181-47.0% | $67,986+21.9% |
| Participation rate | 75.0% | 65.0%+10.0pp | 78.8%-3.8pp | 57.2%+17.8pp |
| Annual return | 14.55% | 18.14%-3.6pp | 64.87%-50.3pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,990 | $2,419-17.7% | $4,294-53.6% | $2,019-1.4% |
| Participant deferral / active EE | $3,706 | $3,960-6.4% | $6,132-39.6% | $3,358+10.4% |
| Admin fee / account holder | $262 | $3,949-93.4% | $14,586-98.2% | $3,203-91.8% |