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 Service code 16 · EIN 93-0987232 | Consulting | $94,772 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,678 |
SAGEPOINT FINANCIAL INC7 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $28,002 |
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 | $112,792 | $91,762+22.9% | $67,502+67.1% | $77,643+45.3% |
| Participation rate | 95.6% | 75.9%+19.7pp | 72.9%+22.7pp | 70.6%+25.0pp |
| Annual return | 12.55% | 14.87%-2.3pp | 3512.12%-3499.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,037 | $3,181+89.8% | $2,731+121.0% | $2,726+121.5% |
| Participant deferral / active EE | $3,041 | $3,903-22.1% | $4,000-24.0% | $4,647-34.6% |
| Admin fee / account holder | $211 | $176+19.7% | $3,998-94.7% | $430-51.0% |