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 INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $45,600 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,833 | $108,549-15.4% | $156,263-41.2% | $85,563+7.3% |
| Participation rate | 48.3% | 77.1%-28.8pp | 78.9%-30.6pp | 66.0%-17.7pp |
| Annual return | 16.92% | 21.79%-4.9pp | 59.47%-42.5pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,113 | $2,690-21.4% | $4,333-51.2% | $2,654-20.4% |
| Participant deferral / active EE | $3,325 | $4,800-30.7% | $6,158-46.0% | $4,375-24.0% |
| Admin fee / account holder | $273 | $650-58.0% | $14,255-98.1% | $834-67.3% |