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 27 · EIN 93-0987232 | Advisory (Plan) | $51,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,302 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,017 |
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 | $116,241 | $78,485+48.1% | $106,213+9.4% | $74,495+56.0% |
| Participation rate | 96.7% | 72.8%+23.8pp | 75.3%+21.4pp | 67.2%+29.5pp |
| Annual return | 12.35% | 15.95%-3.6pp | 116.14%-103.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,333 | $2,523-47.2% | $3,171-58.0% | $2,623-49.2% |
| Participant deferral / active EE | $8,745 | $4,322+102.3% | $5,016+74.3% | $4,346+101.2% |
| Admin fee / account holder | $374 | $2,232-83.2% | $11,033-96.6% | $1,942-80.7% |