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 20 E THOMAS ROAD · PHOENIX, AZ 850123110 | Advisory (Plan) | $49,417 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $40,784 |
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 | $237,323 | $101,317+134.2% | $146,958+61.5% | $74,495+218.6% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.5pp | 67.2%+18.4pp |
| Annual return | 16.05% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,673 | $3,810-56.1% | $4,933-66.1% | $2,623-36.2% |
| Participant deferral / active EE | $9,418 | $7,303+29.0% | $8,070+16.7% | $4,346+116.7% |
| Admin fee / account holder | $460 | $1,739-73.5% | $12,998-96.5% | $1,942-76.3% |