Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,538 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $30,063 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,903 | $55,472-33.5% | $155,567-76.3% | $74,546-50.5% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 17.53% | 268.72%-251.2pp | 64.74%-47.2pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $3,559 | $2,269+56.9% | $4,674-23.9% | $2,624+35.6% |
| Participant deferral / active EE | $5,744 | $2,838+102.4% | $5,628+2.1% | $4,347+32.1% |
| Admin fee / account holder | $281 | $1,743-83.9% | $15,916-98.2% | $1,944-85.6% |