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 Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $43,572 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,592 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,853 | $87,870+56.9% | $113,168+21.8% | $74,304+85.5% |
| Participation rate | 85.2% | 70.7%+14.5pp | 76.6%+8.7pp | 60.3%+24.9pp |
| Annual return | 16.28% | 26.44%-10.2pp | 24.27%-8.0pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,228 | $2,277+41.7% | $2,975+8.5% | $2,241+44.0% |
| Participant deferral / active EE | $7,491 | $4,241+76.6% | $5,107+46.7% | $3,767+98.8% |
| Admin fee / account holder | $298 | $3,368-91.1% | $12,068-97.5% | $2,969-89.9% |