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 Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $62,906 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $19,755 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,465 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC Service code 99 | Other Fees | $12,123 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 99 · EIN 35-1151034 | Other Fees | $0 |
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 | $108,973 | $98,727+10.4% | $113,168-3.7% | $85,563+27.4% |
| Participation rate | 66.1% | 80.8%-14.7pp | 76.6%-10.4pp | 66.0%+0.2pp |
| Annual return | 14.90% | 17.43%-2.5pp | 24.27%-9.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $4,249 | $2,907+46.2% | $2,975+42.8% | $2,654+60.1% |
| Participant deferral / active EE | $3,150 | $5,424-41.9% | $5,107-38.3% | $4,375-28.0% |
| Admin fee / account holder | $77 | $357-78.3% | $12,068-99.4% | $834-90.7% |