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 Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $19,410 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,811 |
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 | $39,069 | $59,097-33.9% | $82,389-52.6% | $74,304-47.4% |
| Participation rate | 89.0% | 52.8%+36.3pp | 69.5%+19.5pp | 60.3%+28.7pp |
| Annual return | 16.64% | 22.85%-6.2pp | 28.67%-12.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,114 | $1,601+32.0% | $2,517-16.0% | $2,241-5.7% |
| Participant deferral / active EE | $5,898 | $2,775+112.5% | $4,155+42.0% | $3,767+56.6% |
| Admin fee / account holder | $253 | $4,489-94.4% | $7,231-96.5% | $2,969-91.5% |