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 27 · EIN 93-0987232 | Advisory (Plan) | $101,343 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $42,917 |
MCDANIEL & ASSOCIATES, PC2 years Filed as: MCDANIEL AND ASSOCIATES, PC Service code 10 · EIN 63-0921974 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,231 | $81,302-65.3% | $76,002-62.9% | $199,768-85.9% |
| Participation rate | 68.3% | 70.1%-1.7pp | 69.1%-0.8pp | 72.0%-3.7pp |
| Annual return | 10.06% | 16.31%-6.2pp | 360.07%-350.0pp | 34.26%-24.2pp |
| Employer contribution / active EE | $1,552 | $3,352-53.7% | $2,688-42.3% | $3,037-48.9% |
| Participant deferral / active EE | $2,333 | $4,721-50.6% | $4,257-45.2% | $5,090-54.2% |
| Admin fee / account holder | $100 | $145-30.9% | $6,414-98.4% | $269-62.8% |