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 |
|---|---|---|
NATIONWIDE10+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $59,122 |
SECURITIES AMERICA INC5 years Service code 28 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Investment Management | $20,876 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH MANAGEMENT Service code 28 | Investment Management | $18,798 |
OSAIC WEALTH INC1 year Service code 28 · EIN 93-0987232 18700 N HAYDEN RD STE 225 · SCOTTSDALE, AZ 85255 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $101,499-100.0% | $147,005-100.0% | $74,546-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 82.2%-82.2pp | 67.2%-67.2pp |
| Annual return | 14.97% | 8732.34%-8717.4pp | 418.76%-403.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,793 | $3,811-53.0% | $4,934-63.7% | $2,624-31.7% |
| Participant deferral / active EE | $5,373 | $7,304-26.4% | $8,070-33.4% | $4,347+23.6% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |