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 INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $155,732 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $155,732 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$68,704 |
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 | $118,032 | $119,446-1.2% | $150,045-21.3% | $85,563+37.9% |
| Participation rate | 76.7% | 75.4%+1.3pp | 82.3%-5.6pp | 66.0%+10.7pp |
| Annual return | 20.88% | 23.72%-2.8pp | 62.55%-41.7pp | 31.51%-10.6pp |
| Employer contribution / active EE | $3,645 | $4,078-10.6% | $4,693-22.3% | $2,654+37.4% |
| Participant deferral / active EE | $10,435 | $7,985+30.7% | $7,997+30.5% | $4,375+138.5% |
| Admin fee / account holder | $326 | $548-40.4% | $13,435-97.6% | $834-60.9% |