See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 | Advisory (Plan) | $19,288 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 27 | Advisory (Plan) | $9,039 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $6,419 |
BATES & COMPANY, INC.2 years Service code 13 · EIN 59-3465757 | Contract Administrator | $5,216 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,379 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $0 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,593 | $67,984+49.4% | $65,493+55.1% | $74,304+36.7% |
| Participation rate | 68.0% | 66.3%+1.6pp | 73.1%-5.1pp | 60.3%+7.6pp |
| Annual return | 10.66% | 19.87%-9.2pp | 982.45%-971.8pp | 29.43%-18.8pp |
| Employer contribution / active EE | $2,420 | $2,491-2.9% | $2,574-6.0% | $2,241+8.0% |
| Participant deferral / active EE | $4,943 | $3,346+47.7% | $3,961+24.8% | $3,767+31.2% |
| Admin fee / account holder | $49 | $1,373-96.4% | $5,028-99.0% | $2,969-98.3% |