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 INC1 year Filed as: OASIC WEALTH, INC. Service code 99 | Other Fees | $26,484 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $26,484 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $3,298 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $49,888 | $122,239-59.2% | $184,203-72.9% | $74,495-33.0% |
| Participation rate | 71.7% | 85.5%-13.8pp | 86.8%-15.1pp | 67.2%+4.5pp |
| Annual return | 21.67% | 19.95%+1.7pp | 28.81%-7.1pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $2,938 | $4,537-35.3% | $6,427-54.3% | $2,623+12.0% |
| Participant deferral / active EE | $6,124 | $7,139-14.2% | $9,131-32.9% | $4,346+40.9% |
| Admin fee / account holder | $300 | $1,260-76.2% | $13,901-97.8% | $1,942-84.5% |