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 INC1 year Filed as: OSAIC ADVISORY SERVICES LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $33,166 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,671 | $88,890-50.9% | $102,423-57.4% | $77,643-43.8% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 26.37% | 24.98%+1.4pp | 29.32%-3.0pp | 31.24%-4.9pp |
| Employer contribution / active EE | $2,570 | $2,698-4.7% | $3,023-15.0% | $2,726-5.7% |
| Participant deferral / active EE | $4,845 | $5,145-5.8% | $5,053-4.1% | $4,647+4.3% |
| Admin fee / account holder | $112 | $235-52.4% | $9,451-98.8% | $430-74.0% |