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 Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $34,129 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $4,203 |
OSAIC WEALTH INC2 years Filed as: OASIC WEALTH, INC. Service code 99 | Other Fees | $0 |
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 | $70,615 | $132,049-46.5% | $200,582-64.8% | $74,304-5.0% |
| Participation rate | 73.4% | 84.1%-10.7pp | 86.9%-13.5pp | 60.3%+13.0pp |
| Annual return | 16.92% | 22.22%-5.3pp | 42.33%-25.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $3,140 | $4,558-31.1% | $6,419-51.1% | $2,241+40.1% |
| Participant deferral / active EE | $7,035 | $7,213-2.5% | $9,331-24.6% | $3,767+86.7% |
| Admin fee / account holder | $513 | $2,405-78.7% | $16,305-96.9% | $2,969-82.7% |