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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.
See the 10-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 INC3 years Filed as: OSAIC WEALTH INC. Service code 26 · EIN 93-0987232 | Advisory (Participants) | $43,865 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,523 |
PENTEGRA SERVICES, INC.10+ years Filed as: APS PENTEGRA Service code 13 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $24,082 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $11,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,015 | $30,588+125.6% | $53,898+28.0% | $85,563-19.3% |
| Participation rate | 18.3% | 26.3%-8.1pp | 55.0%-36.7pp | 66.0%-47.7pp |
| Annual return | 12.53% | 50.42%-37.9pp | 528.60%-516.1pp | 31.51%-19.0pp |
| Employer contribution / active EE | $391 | $436-10.4% | $932-58.1% | $2,654-85.3% |
| Participant deferral / active EE | $545 | $848-35.7% | $1,826-70.2% | $4,375-87.5% |
| Admin fee / account holder | $221 | $1,879-88.3% | $2,491-91.1% | $834-73.6% |