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 Service code 27 · EIN 93-0987232 | Advisory (Plan) | $15,596 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,781 | $88,083-36.7% | $164,813-66.2% | $74,495-25.1% |
| Participation rate | 80.4% | 73.0%+7.4pp | 78.6%+1.8pp | 67.2%+13.2pp |
| Annual return | 16.43% | 17.26%-0.8pp | 69.93%-53.5pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,229 | $2,593-14.0% | $4,341-48.6% | $2,623-15.0% |
| Participant deferral / active EE | $5,489 | $4,498+22.0% | $6,031-9.0% | $4,346+26.3% |
| Admin fee / account holder | $112 | $2,234-95.0% | $12,690-99.1% | $1,942-94.2% |