Filed May 27, 2025
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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Participants) | $32,125 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,693 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,536 | $59,417+3.6% | $93,606-34.3% | $74,495-17.4% |
| Participation rate | 90.1% | 59.7%+30.5pp | 68.7%+21.4pp | 67.2%+22.9pp |
| Annual return | 16.30% | 81.83%-65.5pp | 133.20%-116.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,052 | $1,264-16.8% | $2,420-56.5% | $2,623-59.9% |
| Participant deferral / active EE | $3,658 | $3,050+19.9% | $4,411-17.1% | $4,346-15.8% |
| Admin fee / account holder | $237 | $3,021-92.2% | $8,285-97.1% | $1,942-87.8% |