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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.
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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 | $36,375 |
OSAIC WEALTH INC1 year Service code 49 | Other Services | $13,192 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $12,109 |
OSAIC WEALTH INC1 year Filed as: OSAIC WELATH INC Service code 49 · EIN 93-0987232 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,155 | $67,984-46.8% | $65,493-44.8% | $74,304-51.3% |
| Participation rate | 68.0% | 66.3%+1.6pp | 73.1%-5.1pp | 60.3%+7.6pp |
| Annual return | 14.91% | 19.87%-5.0pp | 982.45%-967.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,260 | $2,491-9.3% | $2,574-12.2% | $2,241+0.8% |
| Participant deferral / active EE | $4,021 | $3,346+20.2% | $3,961+1.5% | $3,767+6.7% |
| Admin fee / account holder | $200 | $1,373-85.4% | $5,028-96.0% | $2,969-93.3% |