Filed March 21, 2018
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 13 · EIN 42-0127290 | Contract Administrator | $68,934 |
OSAIC WEALTH INC3 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $23,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,644 | $89,753+153.6% | $107,525+111.7% | $84,808+168.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 38.62% | 29.48%+9.1pp | 181.32%-142.7pp | 40.90%-2.3pp |
| Employer contribution / active EE | $5,238 | $3,113+68.3% | $3,754+39.6% | $2,631+99.1% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $295 | $7,222-95.9% | $8,919-96.7% | $7,344-96.0% |