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 Filed as: OSAIC WEALTH, INC. Service code 27 20 E. THOMAS RD · PHOENIX, AZ 850123110 | Advisory (Plan) | $30,439 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $14,137 |
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 | $59,532 | $91,762-35.1% | $67,502-11.8% | $77,643-23.3% |
| Participation rate | 29.2% | 75.9%-46.7pp | 72.9%-43.6pp | 70.6%-41.3pp |
| Annual return | 15.22% | 14.87%+0.3pp | 3512.12%-3496.9pp | 31.24%-16.0pp |
| Employer contribution / active EE | $974 | $3,181-69.4% | $2,731-64.4% | $2,726-64.3% |
| Participant deferral / active EE | $2,205 | $3,903-43.5% | $4,000-44.9% | $4,647-52.6% |
| Admin fee / account holder | $204 | $176+16.2% | $3,998-94.9% | $430-52.5% |