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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 16 · EIN 93-0987232 | Consulting | $28,124 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,678 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,108 | $95,803-69.6% | $113,168-74.3% | $84,808-65.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 3.66% | 25.00%-21.3pp | 24.27%-20.6pp | 40.90%-37.2pp |
| Employer contribution / active EE | $2,011 | $2,360-14.8% | $2,975-32.4% | $2,631-23.6% |
| Participant deferral / active EE | $3,713 | $4,242-12.5% | $5,107-27.3% | $4,212-11.8% |
| Admin fee / account holder | $152 | $8,989-98.3% | $12,068-98.7% | $7,344-97.9% |