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 Service code 99 · EIN 93-0987232 | Other Fees | $52,390 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 | Advisory (Participants) | $5,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,030 | $56,317+11.9% | $71,209-11.5% | $74,304-15.2% |
| Participation rate | 91.1% | 55.1%+36.0pp | 73.8%+17.3pp | 60.3%+30.7pp |
| Annual return | 18.72% | 42.83%-24.1pp | 282.51%-263.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $2,793 | $2,160+29.3% | $2,721+2.6% | $2,241+24.6% |
| Participant deferral / active EE | $7,621 | $2,788+173.4% | $4,175+82.5% | $3,767+102.3% |
| Admin fee / account holder | $178 | $2,290-92.2% | $5,349-96.7% | $2,969-94.0% |