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 INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 | Advisory (Plan) | $24,138 |
THE BENEFIT ADVANTAGE, INC.4 years Service code 13 · EIN 38-3254950 | Contract Administrator | $9,573 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
OSAIC WEALTH INC1 year Filed as: OASIC WEALTH, INC Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,100 | $79,171+55.5% | $102,423+20.2% | $74,495+65.2% |
| Participation rate | 85.7% | 74.8%+10.9pp | 76.5%+9.2pp | 67.2%+18.5pp |
| Annual return | 16.33% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,349 | $2,362+41.7% | $3,023+10.8% | $2,623+27.7% |
| Participant deferral / active EE | $7,430 | $4,415+68.3% | $5,053+47.1% | $4,346+71.0% |
| Admin fee / account holder | $290 | $2,001-85.5% | $9,451-96.9% | $1,942-85.1% |