See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $75,614 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,625 | $119,446-44.2% | $150,045-55.6% | $85,563-22.1% |
| Participation rate | 97.8% | 75.4%+22.4pp | 82.3%+15.5pp | 66.0%+31.9pp |
| Annual return | 20.26% | 23.72%-3.5pp | 62.55%-42.3pp | 31.51%-11.3pp |
| Employer contribution / active EE | $1,296 | $4,078-68.2% | $4,693-72.4% | $2,654-51.2% |
| Participant deferral / active EE | $10,513 | $7,985+31.7% | $7,997+31.5% | $4,375+140.3% |
| Admin fee / account holder | $226 | $548-58.8% | $13,435-98.3% | $834-72.9% |