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 10-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 INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $27,742 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,581 |
BURDETTE SMITH & BISH LLC3 years Service code 10 · EIN 45-4037800 | Accounting | $7,038 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $49,299 | $53,165-7.3% | $86,188-42.8% | $74,419-33.8% |
| Participation rate | 83.6% | 64.9%+18.7pp | 69.0%+14.6pp | 70.7%+12.8pp |
| Annual return | 16.52% | 22.64%-6.1pp | 1168.45%-1151.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,167 | $3,234+28.8% | $3,985+4.6% | $4,528-8.0% |
| Admin fee / account holder | $54 | $551-90.2% | $6,852-99.2% | $348-84.5% |