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) | $54,420 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,229 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $11,715 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 | Advisory (Plan) | $46 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $151,425 | $88,083+71.9% | $164,813-8.1% | $74,495+103.3% |
| Participation rate | 94.8% | 73.0%+21.8pp | 78.6%+16.2pp | 67.2%+27.6pp |
| Annual return | 12.63% | 17.26%-4.6pp | 69.93%-57.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,003 | $2,593-22.8% | $4,341-53.9% | $2,623-23.6% |
| Participant deferral / active EE | $7,109 | $4,498+58.1% | $6,031+17.9% | $4,346+63.6% |
| Admin fee / account holder | $448 | $2,234-80.0% | $12,690-96.5% | $1,942-76.9% |