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 Service code 27 · EIN 93-0987232 | Advisory (Plan) | $26,059 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,230 |
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 | $115,491 | $109,881+5.1% | $150,045-23.0% | $84,808+36.2% |
| Participation rate | 90.2% | 76.1%+14.1pp | 82.3%+7.8pp | 68.3%+21.9pp |
| Annual return | 14.48% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,616 | $3,561+1.5% | $4,693-23.0% | $2,631+37.4% |
| Participant deferral / active EE | $6,838 | $6,636+3.0% | $7,997-14.5% | $4,212+62.4% |
| Admin fee / account holder | $421 | $8,568-95.1% | $13,435-96.9% | $7,344-94.3% |