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 | $63,408 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $23,867 |
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 | $84,724 | $79,171+7.0% | $102,423-17.3% | $74,495+13.7% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.7pp | 67.2%+29.9pp |
| Annual return | 17.13% | 54.93%-37.8pp | 29.32%-12.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $4,086 | $2,362+72.9% | $3,023+35.1% | $2,623+55.8% |
| Participant deferral / active EE | $6,437 | $4,415+45.8% | $5,053+27.4% | $4,346+48.1% |
| Admin fee / account holder | $384 | $2,001-80.8% | $9,451-95.9% | $1,942-80.2% |