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 27 · EIN 93-0987232 | Advisory (Plan) | $146,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,722 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,661 | $106,028-6.9% | $146,958-32.9% | $77,643+27.1% |
| Participation rate | 73.2% | 78.4%-5.1pp | 82.2%-8.9pp | 70.6%+2.7pp |
| Annual return | 17.20% | 56.73%-39.5pp | 418.34%-401.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,104 | $4,063-23.6% | $4,933-37.1% | $2,726+13.9% |
| Participant deferral / active EE | $8,634 | $7,990+8.1% | $8,070+7.0% | $4,647+85.8% |
| Admin fee / account holder | $307 | $337-9.1% | $12,998-97.6% | $430-28.7% |