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 |
|---|---|---|
HICKS PENSION SERVICES2 years Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $14,127 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,052 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,697 |
Service code 13 | Contract Administrator | $1,122 |
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 | $21,043 | $45,343-53.6% | $150,298-86.0% | $67,986-69.0% |
| Participation rate | 93.2% | 51.9%+41.3pp | 77.8%+15.4pp | 57.2%+36.0pp |
| Annual return | 15.40% | 33.28%-17.9pp | 62.79%-47.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $819 | $1,462-43.9% | $4,154-80.3% | $2,019-59.4% |
| Participant deferral / active EE | $2,968 | $2,055+44.5% | $5,453-45.6% | $3,358-11.6% |
| Admin fee / account holder | $215 | $2,250-90.4% | $14,116-98.5% | $3,203-93.3% |