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 10-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 27 · EIN 93-0987232 | Advisory (Plan) | $25,064 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,919 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $5,300 |
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 | $67,986 | $48,795+39.3% | $65,493+3.8% | $84,808-19.8% |
| Participation rate | 28.7% | 67.0%-38.2pp | 73.1%-44.4pp | 68.3%-39.6pp |
| Annual return | 13.32% | 20.20%-6.9pp | 982.45%-969.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,118 | $1,930+61.6% | $2,574+21.1% | $2,631+18.5% |
| Participant deferral / active EE | $5,851 | $2,928+99.8% | $3,961+47.7% | $4,212+38.9% |
| Admin fee / account holder | $232 | $3,877-94.0% | $5,028-95.4% | $7,344-96.8% |