Filed January 19, 2022
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 5-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) | $59,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,915 | $119,446-45.7% | $150,045-56.7% | $85,563-24.1% |
| Participation rate | 31.4% | 75.4%-44.0pp | 82.3%-50.9pp | 66.0%-34.6pp |
| Annual return | 17.45% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $517 | $4,078-87.3% | $4,693-89.0% | $2,654-80.5% |
| Participant deferral / active EE | $4,875 | $7,985-38.9% | $7,997-39.0% | $4,375+11.4% |
| Admin fee / account holder | $193 | $548-64.8% | $13,435-98.6% | $834-76.9% |