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 · EIN 93-0987232 | Advisory (Plan) | $60,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,835 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,407 | $101,317-24.6% | $146,958-48.0% | $74,495+2.6% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.5pp | 67.2%+18.4pp |
| Annual return | 18.11% | 8730.91%-8712.8pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $5,436 | $3,810+42.7% | $4,933+10.2% | $2,623+107.2% |
| Participant deferral / active EE | $12,294 | $7,303+68.3% | $8,070+52.3% | $4,346+182.9% |
| Admin fee / account holder | $461 | $1,739-73.5% | $12,998-96.5% | $1,942-76.2% |