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 INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $78,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,371 |
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 | $91,684 | $100,923-9.2% | $150,045-38.9% | $74,304+23.4% |
| Participation rate | 79.5% | 70.1%+9.5pp | 82.3%-2.8pp | 60.3%+19.2pp |
| Annual return | 18.96% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $4,898 | $3,463+41.4% | $4,693+4.4% | $2,241+118.6% |
| Participant deferral / active EE | $11,456 | $6,709+70.7% | $7,997+43.2% | $3,767+204.1% |
| Admin fee / account holder | $599 | $2,767-78.3% | $13,435-95.5% | $2,969-79.8% |