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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,445 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $10,985 |
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 | $53,872 | $79,171-32.0% | $102,423-47.4% | $74,495-27.7% |
| Participation rate | 95.9% | 74.8%+21.1pp | 76.5%+19.4pp | 67.2%+28.7pp |
| Annual return | 19.61% | 54.93%-35.3pp | 29.32%-9.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $3,825 | $2,362+61.9% | $3,023+26.5% | $2,623+45.8% |
| Participant deferral / active EE | $7,689 | $4,415+74.1% | $5,053+52.2% | $4,346+76.9% |
| Admin fee / account holder | $230 | $2,001-88.5% | $9,451-97.6% | $1,942-88.2% |