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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $174,446 |
OSAIC WEALTH INC2 years Service code 22 · EIN 93-0987232 | Insurance Broker | $60,336 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $12,074 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,844 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,628 | $123,077-79.2% | $116,228-77.9% | $102,872-75.1% |
| Participation rate | 82.0% | 87.0%-5.1pp | 74.6%+7.4pp | 73.0%+8.9pp |
| Annual return | 20.46% | 15.84%+4.6pp | 90.06%-69.6pp | 19.06%+1.4pp |
| Employer contribution / active EE | $1,054 | $4,380-75.9% | $2,994-64.8% | $3,526-70.1% |
| Participant deferral / active EE | $2,475 | $6,746-63.3% | $4,953-50.0% | $5,535-55.3% |
| Admin fee / account holder | $131 | $115+13.8% | $11,989-98.9% | $292-55.0% |