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 | $33,041 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $13,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,123 | $48,335-23.2% | $121,098-69.3% | $71,457-48.0% |
| Participation rate | 56.3% | 54.3%+2.0pp | 69.5%-13.2pp | 67.9%-11.6pp |
| Annual return | 19.18% | 23.32%-4.1pp | 985.75%-966.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,679 | $1,489+12.8% | $4,164-59.7% | $2,588-35.1% |
| Participant deferral / active EE | $2,339 | $2,754-15.1% | $4,080-42.7% | $4,289-45.5% |
| Admin fee / account holder | $250 | $1,841-86.4% | $5,644-95.6% | $1,587-84.2% |