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) | $19,418 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,102 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,222 | $80,724-42.7% | $103,333-55.3% | $74,495-38.0% |
| Participation rate | 38.6% | 65.7%-27.0pp | 74.5%-35.9pp | 67.2%-28.6pp |
| Annual return | 13.07% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $882 | $3,157-72.1% | $3,868-77.2% | $2,623-66.4% |
| Participant deferral / active EE | $2,118 | $3,860-45.1% | $5,057-58.1% | $4,346-51.3% |
| Admin fee / account holder | $346 | $2,368-85.4% | $8,355-95.9% | $1,942-82.2% |