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 | $44,183 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,539 | $31,741+27.7% | $56,411-28.1% | $199,593-79.7% |
| Participation rate | 24.5% | 32.3%-7.8pp | 52.5%-28.0pp | 72.0%-47.5pp |
| Annual return | 14.68% | 14.72%0pp | 1701.33%-1686.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $598 | $508+17.7% | $1,039-42.5% | $3,034-80.3% |
| Participant deferral / active EE | $1,161 | $1,184-2.0% | $1,952-40.5% | $5,087-77.2% |
| Admin fee / account holder | $179 | $426-58.0% | $2,829-93.7% | $269-33.5% |