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 4-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 INC1 year Service code 27 JP MORGAN CHASE TXI-0029 · FORT WORTH, TX 76155 | Advisory (Plan) | $11,200 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,416 | $79,013-57.7% | $100,391-66.7% | $74,495-55.1% |
| Participation rate | 89.4% | 79.5%+10.0pp | 81.5%+7.9pp | 67.2%+22.2pp |
| Annual return | 27.05% | 20.41%+6.6pp | 49.20%-22.1pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,567 | $7,760+74.8% | $8,082+67.9% | $4,346+212.2% |
| Admin fee / account holder | $85 | $1,320-93.5% | $7,899-98.9% | $1,942-95.6% |