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 Service code 27 · EIN 93-0987232 | Advisory (Plan) | $36,253 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,922 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $7,948 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,884 | $61,272+129.9% | $149,673-5.9% | $71,457+97.2% |
| Participation rate | 86.4% | 62.5%+23.9pp | 78.8%+7.6pp | 67.9%+18.4pp |
| Annual return | 13.83% | 35.85%-22.0pp | 134.42%-120.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $10,896 | $2,378+358.1% | $4,818+126.2% | $2,588+321.1% |
| Participant deferral / active EE | $4,636 | $2,917+58.9% | $5,680-18.4% | $4,289+8.1% |
| Admin fee / account holder | $673 | $1,261-46.7% | $13,210-94.9% | $1,587-57.6% |