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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,946 |
OSAIC WEALTH INC4 years Filed as: OSAIC INSTITUTIONS, INC. Service code 49 · EIN 06-1367288 | Other Services | $28,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,491 | $82,972-77.7% | $103,374-82.1% | $77,671-76.2% |
| Participation rate | 67.7% | 71.5%-3.8pp | 74.5%-6.8pp | 70.6%-2.9pp |
| Annual return | 12.60% | 19.14%-6.5pp | 24.89%-12.3pp | 31.21%-18.6pp |
| Employer contribution / active EE | $1,328 | $3,554-62.6% | $3,869-65.7% | $2,726-51.3% |
| Participant deferral / active EE | $2,339 | $4,108-43.1% | $5,058-53.8% | $4,648-49.7% |
| Admin fee / account holder | $141 | $639-77.9% | $8,394-98.3% | $430-67.1% |