See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $102,428 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,900 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $14,580 |
JELLYVISION LAB, INC.1 year Filed as: JELLYVISION Service code 16 · EIN 36-4442819 | Consulting | $8,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,424 | $2,679,533-96.6% | $164,813-44.5% | $199,593-54.2% |
| Participation rate | 36.1% | 78.3%-42.2pp | 78.6%-42.5pp | 72.0%-35.9pp |
| Annual return | 16.83% | 17.93%-1.1pp | 69.93%-53.1pp | 34.25%-17.4pp |
| Employer contribution / active EE | $1,384 | $2,970-53.4% | $4,341-68.1% | $3,034-54.4% |
| Participant deferral / active EE | $3,335 | $5,010-33.4% | $6,031-44.7% | $5,087-34.4% |
| Admin fee / account holder | $131 | $1,982-93.4% | $12,690-99.0% | $269-51.4% |