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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,066 |
OSAIC WEALTH INC3 years Filed as: OSAIC WEALTH, INC. Service code 16 · EIN 93-0987232 | Consulting | $34,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,680 | $86,944-7.2% | $107,525-25.0% | $74,304+8.6% |
| Participation rate | 83.6% | 59.6%+24.1pp | 75.1%+8.5pp | 60.3%+23.3pp |
| Annual return | 15.46% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,932 | $2,757+42.6% | $3,754+4.7% | $2,241+75.4% |
| Participant deferral / active EE | $3,529 | $3,554-0.7% | $5,116-31.0% | $3,767-6.3% |
| Admin fee / account holder | $312 | $3,727-91.6% | $8,919-96.5% | $2,969-89.5% |