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 INC2 years Filed as: OSAIC Service code 27 · EIN 65-0701248 | Advisory (Plan) | $109,695 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,404 |
BDO USA, LLP3 years Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $30,991 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,467 | $44,897+5.7% | $85,009-44.2% | $199,768-76.2% |
| Participation rate | 47.0% | 45.7%+1.3pp | 67.5%-20.5pp | 72.0%-25.0pp |
| Annual return | 18.30% | 20.96%-2.7pp | 66.47%-48.2pp | 34.26%-16.0pp |
| Employer contribution / active EE | $477 | $1,365-65.1% | $2,728-82.5% | $3,037-84.3% |
| Participant deferral / active EE | $6,353 | $2,668+138.1% | $4,522+40.5% | $5,090+24.8% |
| Admin fee / account holder | $131 | $584-77.6% | $6,153-97.9% | $269-51.3% |