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 Filed as: OSAIC WEALTH, INC Service code 27 · EIN 93-0987232 6801 CAHABA VALLEY ROAD, SUITE 206 · BIRMINGHAM, AL 35242 | Advisory (Plan) | $126,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,259 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,760 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,406 | $95,274-9.3% | $135,903-36.4% | $74,419+16.1% |
| Participation rate | 73.5% | 78.2%-4.7pp | 81.9%-8.4pp | 70.7%+2.8pp |
| Annual return | 21.34% | 32.77%-11.4pp | 68.23%-46.9pp | 34.38%-13.0pp |
| Employer contribution / active EE | $3,363 | $3,874-13.2% | $4,856-30.7% | $2,637+27.5% |
| Participant deferral / active EE | $8,975 | $7,782+15.3% | $7,758+15.7% | $4,528+98.2% |
| Admin fee / account holder | $282 | $266+5.8% | $10,762-97.4% | $348-19.0% |