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 20 E THOMAS ROAD · PHOENIX, AZ 850123110 | Advisory (Plan) | $46,284 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $38,957 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,499 | $91,407+144.5% | $135,903+64.5% | $71,457+212.8% |
| Participation rate | 84.6% | 75.7%+9.0pp | 81.9%+2.7pp | 67.9%+16.7pp |
| Annual return | 19.76% | 29.90%-10.1pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,679 | $3,703-54.7% | $4,856-65.4% | $2,588-35.1% |
| Participant deferral / active EE | $9,195 | $7,092+29.6% | $7,758+18.5% | $4,289+114.4% |
| Admin fee / account holder | $461 | $1,266-63.6% | $10,762-95.7% | $1,587-71.0% |