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 10-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 |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $96,768 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $96,586 |
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 | $82,758 | $48,698+69.9% | $93,606-11.6% | $199,593-58.5% |
| Participation rate | 77.0% | 63.5%+13.5pp | 68.7%+8.3pp | 72.0%+5.1pp |
| Annual return | 15.16% | 15.34%-0.2pp | 133.20%-118.0pp | 34.25%-19.1pp |
| Employer contribution / active EE | $4,225 | $1,135+272.3% | $2,420+74.6% | $3,034+39.3% |
| Participant deferral / active EE | $4,763 | $2,817+69.1% | $4,411+8.0% | $5,087-6.4% |
| Admin fee / account holder | $197 | $195+1.0% | $8,285-97.6% | $269-26.7% |