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 INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $41,564 |
WOODBURY FINANCIAL SERVICES10+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $12,003 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $10,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$11,645 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,205 | $55,416+201.7% | $75,972+120.1% | $77,643+115.4% |
| Participation rate | 95.4% | 63.6%+31.8pp | 69.1%+26.3pp | 70.6%+24.8pp |
| Annual return | 14.68% | 17.07%-2.4pp | 359.55%-344.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,729 | $1,788-3.3% | $2,685-35.6% | $2,726-36.6% |
| Participant deferral / active EE | $13,836 | $3,447+301.4% | $4,255+225.1% | $4,647+197.7% |
| Admin fee / account holder | -$3 | $414-100.7% | $6,467-100.0% | $430-100.7% |