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 5-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 | $32,031 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $19,117 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,565 | $91,407-57.8% | $135,903-71.6% | $71,457-46.0% |
| Participation rate | 74.4% | 75.7%-1.2pp | 81.9%-7.5pp | 67.9%+6.5pp |
| Annual return | 25.42% | 29.90%-4.5pp | 68.23%-42.8pp | 28.85%-3.4pp |
| Employer contribution / active EE | $2,745 | $3,703-25.9% | $4,856-43.5% | $2,588+6.1% |
| Participant deferral / active EE | $5,880 | $7,092-17.1% | $7,758-24.2% | $4,289+37.1% |
| Admin fee / account holder | $204 | $1,266-83.9% | $10,762-98.1% | $1,587-87.1% |