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 Service code 27 JP MORGAN CHASE TXI-0029 · FORT WORTH, TX 76155 | Advisory (Plan) | $32,725 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,754 | $54,193-0.8% | $93,606-42.6% | $77,643-30.8% |
| Participation rate | 36.7% | 63.9%-27.2pp | 68.7%-32.0pp | 70.6%-33.9pp |
| Annual return | 14.98% | 30.54%-15.6pp | 133.20%-118.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,830 | $3,144-10.0% | $4,411-35.9% | $4,647-39.1% |
| Admin fee / account holder | $226 | $576-60.7% | $8,285-97.3% | $430-47.5% |