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 Service code 27 | Advisory (Plan) | $0 |
THE ALLOCATION COMPANY10+ years Filed as: THE ALLOCATION COMPANY, INC. Service code 13 · EIN 76-0354750 | Contract Administrator | $0 |
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 | $76,353 | $86,944-12.2% | $107,525-29.0% | $74,304+2.8% |
| Participation rate | 76.5% | 59.6%+17.0pp | 75.1%+1.5pp | 60.3%+16.2pp |
| Annual return | 15.25% | 23.52%-8.3pp | 181.32%-166.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,964 | $2,757+7.5% | $3,754-21.0% | $2,241+32.3% |
| Participant deferral / active EE | $4,789 | $3,554+34.8% | $5,116-6.4% | $3,767+27.1% |
| Admin fee / account holder | $358 | $3,727-90.4% | $8,919-96.0% | $2,969-87.9% |