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 Service code 26 · EIN 93-0987232 | Advisory (Participants) | $18,416 |
Service code 15 · EIN 93-0998477 | Recordkeeping | $6,162 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $890 |
Annual investment return 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 | $23,220 | $69,763-66.7% | $67,502-65.6% | $74,495-68.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 4.26% | -40.34%+44.6pp | 3512.12%-3507.9pp | 1364.94%-1360.7pp |
| Employer contribution / active EE | $4,797 | $2,704+77.4% | $2,731+75.7% | $2,623+82.9% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $152 | $896-83.1% | $3,998-96.2% | $1,942-92.2% |