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 13 · EIN 42-0127290 | Contract Administrator | $224,602 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $82,056 |
WOODBURY FINANCIAL SERVICES7 years Service code 49 · EIN 41-0944586 | Other Services | $24,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $138,153 | $45,031+206.8% | $84,966+62.6% | $77,643+77.9% |
| Participation rate | 59.4% | 48.7%+10.7pp | 67.5%-8.1pp | 70.6%-11.2pp |
| Annual return | 15.67% | 79.22%-63.5pp | 66.38%-50.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,584 | $1,609-1.6% | $2,727-41.9% | $2,726-41.9% |
| Participant deferral / active EE | $3,745 | $2,807+33.4% | $4,519-17.1% | $4,647-19.4% |
| Admin fee / account holder | $504 | $912-44.8% | $6,149-91.8% | $430+17.0% |