Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 55 · EIN 35-1151034 | Other Commissions | $46,063 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $10,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,187 | $101,672+36.9% | $147,117-5.4% | $74,478+86.9% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 15.44% | 8757.83%-8742.4pp | 420.54%-405.1pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $6,314 | $3,813+65.6% | $4,932+28.0% | $2,626+140.4% |
| Participant deferral / active EE | $14,957 | $7,305+104.8% | $8,065+85.5% | $4,350+243.8% |
| Admin fee / account holder | $66 | $1,753-96.2% | $12,993-99.5% | $1,946-96.6% |