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 | $88,360-53.3% | $145,433-71.6% | $67,986-39.3% |
| Participation rate | 95.5% | 65.5%+30.0pp | 82.1%+13.4pp | 57.2%+38.3pp |
| Annual return | 23.72% | 63.15%-39.4pp | 66.58%-42.9pp | 31.67%-7.9pp |
| Employer contribution / active EE | $942 | $3,054-69.2% | $4,554-79.3% | $2,019-53.4% |
| Participant deferral / active EE | $8,406 | $5,932+41.7% | $7,897+6.4% | $3,358+150.3% |
| Admin fee / account holder | $194 | $3,313-94.1% | $13,129-98.5% | $3,203-93.9% |