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 |
|---|---|---|
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,903 | $55,415-33.4% | $155,509-76.3% | $74,495-50.5% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 17.53% | 268.50%-251.0pp | 64.67%-47.1pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,559 | $2,267+57.0% | $4,672-23.8% | $2,623+35.7% |
| Participant deferral / active EE | $5,744 | $2,836+102.5% | $5,626+2.1% | $4,346+32.2% |
| Admin fee / account holder | $281 | $1,738-83.9% | $15,912-98.2% | $1,942-85.5% |