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 13 · EIN 42-0127290 | Contract Administrator | $37,657 |
OSAIC WEALTH INC3 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $37,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,483 | $100,923-22.2% | $150,045-47.7% | $74,304+5.6% |
| Participation rate | 69.0% | 70.1%-1.0pp | 82.3%-13.3pp | 60.3%+8.7pp |
| Annual return | 15.69% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.7pp |
| Employer contribution / active EE | $976 | $3,463-71.8% | $4,693-79.2% | $2,241-56.4% |
| Participant deferral / active EE | $5,145 | $6,709-23.3% | $7,997-35.7% | $3,767+36.6% |
| Admin fee / account holder | $550 | $2,767-80.1% | $13,435-95.9% | $2,969-81.5% |