See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $17,437 |
PENSION ASSURANCE LLP3 years Filed as: PENSION INNOVATIONS & CONSULTING, L Service code 49 | Other Services | $1,828 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $564 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,010 | $56,053-37.5% | $75,972-53.9% | $80,856-56.7% |
| Participation rate | 84.6% | 62.0%+22.6pp | 69.1%+15.6pp | 67.6%+17.0pp |
| Annual return | 10.32% | 20.53%-10.2pp | 359.55%-349.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $646 | $1,874-65.5% | $2,685-76.0% | $2,755-76.6% |
| Participant deferral / active EE | $5,929 | $3,052+94.3% | $4,255+39.3% | $4,296+38.0% |
| Admin fee / account holder | $293 | $5,234-94.4% | $6,467-95.5% | $6,918-95.8% |