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 | $96,484-14.1% | $156,263-47.0% | $74,304+11.5% |
| Participation rate | 75.0% | 67.7%+7.3pp | 78.9%-3.9pp | 60.3%+14.7pp |
| Annual return | 14.55% | 17.73%-3.2pp | 59.47%-44.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,990 | $2,528-21.3% | $4,333-54.1% | $2,241-11.2% |
| Participant deferral / active EE | $3,706 | $4,286-13.5% | $6,158-39.8% | $3,767-1.6% |
| Admin fee / account holder | $262 | $3,728-93.0% | $14,255-98.2% | $2,969-91.2% |