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) | $71,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,993 |
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 | $72,971 | $129,021-43.4% | $184,203-60.4% | $77,643-6.0% |
| Participation rate | 62.1% | 87.3%-25.2pp | 86.8%-24.7pp | 70.6%-8.5pp |
| Annual return | 18.90% | 33.27%-14.4pp | 28.81%-9.9pp | 31.24%-12.3pp |
| Employer contribution / active EE | $2,570 | $4,413-41.8% | $6,427-60.0% | $2,726-5.7% |
| Participant deferral / active EE | $5,423 | $7,297-25.7% | $9,131-40.6% | $4,647+16.7% |
| Admin fee / account holder | $196 | $254-22.9% | $13,901-98.6% | $430-54.5% |