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 9-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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 · EIN 93-0987232 PO BOX 843094 · LOS ANGELES, CA 90084 | Advisory (Plan) | $44,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,946 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,530 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,146 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,002 | $110,282-50.1% | $102,438-46.3% | $199,768-72.5% |
| Participation rate | 94.0% | 86.3%+7.7pp | 76.5%+17.5pp | 72.0%+22.0pp |
| Annual return | 71.95% | 35.75%+36.2pp | 29.37%+42.6pp | 34.26%+37.7pp |
| Employer contribution / active EE | $1,013 | $3,603-71.9% | $3,024-66.5% | $3,037-66.6% |
| Participant deferral / active EE | $4,295 | $6,376-32.6% | $5,054-15.0% | $5,090-15.6% |
| Admin fee / account holder | $70 | $122-43.1% | $9,448-99.3% | $269-74.1% |