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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.
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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 INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $32,355 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,224 | $81,625+21.6% | $167,512-40.8% | $74,304+33.5% |
| Participation rate | 70.7% | 60.0%+10.7pp | 77.1%-6.3pp | 60.3%+10.4pp |
| Annual return | 12.13% | 26.09%-14.0pp | 1615.79%-1603.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,351 | $2,010-32.8% | $3,882-65.2% | $2,241-39.7% |
| Participant deferral / active EE | $4,336 | $4,115+5.4% | $6,405-32.3% | $3,767+15.1% |
| Admin fee / account holder | $315 | $3,474-90.9% | $9,769-96.8% | $2,969-89.4% |