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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,075 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $31,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,348 | $80,717-29.0% | $154,803-63.0% | $84,808-32.4% |
| Participation rate | 56.5% | 66.8%-10.3pp | 78.1%-21.5pp | 68.3%-11.8pp |
| Annual return | 15.85% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,452 | $2,761+25.0% | $4,305-19.8% | $2,631+31.2% |
| Participant deferral / active EE | $7,512 | $3,303+127.4% | $5,540+35.6% | $4,212+78.4% |
| Admin fee / account holder | $423 | $6,746-93.7% | $14,329-97.0% | $7,344-94.2% |