Filed April 1, 2025 (most recent of 7 filings on file)
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 | $54,501 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $20,263 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $70,383 | $76,050-7.5% | $96,544-27.1% | $71,457-1.5% |
| Participation rate | 94.3% | 74.4%+19.9pp | 76.0%+18.4pp | 67.9%+26.4pp |
| Annual return | 17.50% | 22.81%-5.3pp | 25.84%-8.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $4,466 | $2,244+99.0% | $2,965+50.6% | $2,588+72.6% |
| Participant deferral / active EE | $5,869 | $4,215+39.2% | $4,851+21.0% | $4,289+36.9% |
| Admin fee / account holder | $328 | $2,707-87.9% | $8,252-96.0% | $1,587-79.3% |