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 26 · EIN 93-0987232 AMONE GELLINEAU COMM DEPT · JERSEY CITY, NJ 07302 | Advisory (Participants) | $52,641 |
NATIONWIDE10+ years Service code 38 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $47,435 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $32,778 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $10,868 |
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 | $112,115 | $89,436+25.4% | $164,813-32.0% | $77,643+44.4% |
| Participation rate | 91.7% | 78.6%+13.0pp | 78.6%+13.1pp | 70.6%+21.1pp |
| Annual return | 14.89% | 28.83%-13.9pp | 69.93%-55.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,528 | $2,569+76.3% | $4,341+4.3% | $2,726+66.1% |
| Participant deferral / active EE | $6,551 | $4,897+33.8% | $6,031+8.6% | $4,647+41.0% |
| Admin fee / account holder | $329 | $339-3.1% | $12,690-97.4% | $430-23.6% |