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 8-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 Service code 27 · EIN 93-0987232 | Advisory (Plan) | $52,337 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,759 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,201 | $62,624-0.7% | $177,989-65.1% | $77,643-19.9% |
| Participation rate | 85.1% | 66.8%+18.3pp | 77.1%+8.0pp | 70.6%+14.6pp |
| Annual return | 20.55% | 16.16%+4.4pp | 294.48%-273.9pp | 31.24%-10.7pp |
| Employer contribution / active EE | $3,870 | $1,909+102.7% | $3,949-2.0% | $2,726+42.0% |
| Participant deferral / active EE | $7,110 | $4,219+68.5% | $6,276+13.3% | $4,647+53.0% |
| Admin fee / account holder | $296 | $386-23.4% | $10,363-97.1% | $430-31.3% |