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 |
|---|---|---|
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $6,918 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,119 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,830 | $94,625+97.4% | $116,228+60.7% | $84,808+120.3% |
| Participation rate | 97.8% | 70.4%+27.3pp | 74.6%+23.2pp | 68.3%+29.4pp |
| Annual return | 12.01% | 20.40%-8.4pp | 90.06%-78.0pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,527 | $2,347+7.7% | $2,994-15.6% | $2,631-4.0% |
| Participant deferral / active EE | $7,423 | $3,972+86.9% | $4,953+49.9% | $4,212+76.3% |
| Admin fee / account holder | $45 | $10,091-99.6% | $11,989-99.6% | $7,344-99.4% |