See peer percentile detail with Solo.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,876 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $17,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,876 | $52,406-20.1% | $129,207-67.6% | $74,495-43.8% |
| Participation rate | 48.1% | 53.8%-5.7pp | 69.6%-21.6pp | 67.2%-19.1pp |
| Annual return | 12.56% | 15.66%-3.1pp | 9417.33%-9404.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,179 | $1,531-23.0% | $4,153-71.6% | $2,623-55.1% |
| Participant deferral / active EE | $2,090 | $2,794-25.2% | $4,168-49.9% | $4,346-51.9% |
| Admin fee / account holder | $308 | $2,633-88.3% | $7,715-96.0% | $1,942-84.1% |