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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,795 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 27 · EIN 93-0987232 | Advisory (Plan) | $26,717 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,345 | $50,815-69.8% | $155,509-90.1% | $77,643-80.2% |
| Participation rate | 94.2% | 63.1%+31.1pp | 78.2%+16.0pp | 70.6%+23.6pp |
| Annual return | 18.69% | 34.80%-16.1pp | 64.67%-46.0pp | 31.24%-12.5pp |
| Employer contribution / active EE | $385 | $1,993-80.7% | $4,672-91.8% | $2,726-85.9% |
| Participant deferral / active EE | $3,124 | $2,822+10.7% | $5,626-44.5% | $4,647-32.8% |
| Admin fee / account holder | $92 | $437-79.0% | $15,912-99.4% | $430-78.7% |