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 8-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 99 · EIN 93-0987232 | Other Fees | $18,785 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,966 | $50,815-70.5% | $155,509-90.4% | $77,643-80.7% |
| Participation rate | 86.3% | 63.1%+23.2pp | 78.2%+8.2pp | 70.6%+15.8pp |
| Annual return | 17.07% | 34.80%-17.7pp | 64.67%-47.6pp | 31.24%-14.2pp |
| Employer contribution / active EE | $8 | $1,993-99.6% | $4,672-99.8% | $2,726-99.7% |
| Participant deferral / active EE | $2,625 | $2,822-7.0% | $5,626-53.4% | $4,647-43.5% |
| Admin fee / account holder | $28 | $437-93.5% | $15,912-99.8% | $430-93.4% |