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 7-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 |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 14800 FRYE ROAD, 2ND FLOOR · FORT WORTH, TX 76155 | Advisory (Plan) | $29,961 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,450 |
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 | $41,301 | $100,923-59.1% | $150,045-72.5% | $74,304-44.4% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.3%+13.2pp | 60.3%+35.2pp |
| Annual return | 23.72% | 51.77%-28.0pp | 62.55%-38.8pp | 29.43%-5.7pp |
| Employer contribution / active EE | $942 | $3,463-72.8% | $4,693-79.9% | $2,241-58.0% |
| Participant deferral / active EE | $8,406 | $6,709+25.3% | $7,997+5.1% | $3,767+123.1% |
| Admin fee / account holder | $194 | $2,767-93.0% | $13,435-98.6% | $2,969-93.5% |