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 INC2 years Service code 55 · EIN 93-0987232 | Other Commissions | $67,539 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,425 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,470 | $79,171+49.6% | $102,423+15.7% | $74,495+59.0% |
| Participation rate | 96.9% | 74.8%+22.1pp | 76.5%+20.4pp | 67.2%+29.7pp |
| Annual return | 14.72% | 54.93%-40.2pp | 29.32%-14.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,822 | $2,362-22.9% | $3,023-39.7% | $2,623-30.6% |
| Participant deferral / active EE | $7,832 | $4,415+77.4% | $5,053+55.0% | $4,346+80.2% |
| Admin fee / account holder | $10 | $2,001-99.5% | $9,451-99.9% | $1,942-99.5% |