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 Service code 27 · EIN 93-0987232 | Advisory (Plan) | $40,492 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,892 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $7,545 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,921 | $55,415+159.7% | $155,509-7.5% | $74,495+93.2% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.2pp | 67.2%+22.1pp |
| Annual return | 11.93% | 268.50%-256.6pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $9,486 | $2,267+318.4% | $4,672+103.0% | $2,623+261.7% |
| Participant deferral / active EE | $4,506 | $2,836+58.9% | $5,626-19.9% | $4,346+3.7% |
| Admin fee / account holder | $1,233 | $1,738-29.1% | $15,912-92.3% | $1,942-36.5% |