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 37 · EIN 04-2647786 | Loan Processing | $21,460 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $19,583 |
Filed as: CLOSED DLR-WOODBURY FINANCIAL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $6,034 |
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 | $114,041 | $102,317+11.5% | $146,958-22.4% | $80,856+41.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 11.59% | 134.76%-123.2pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,742 | $3,713-26.2% | $4,933-44.4% | $2,755-0.5% |
| Participant deferral / active EE | $5,424 | $6,644-18.4% | $8,070-32.8% | $4,296+26.3% |
| Admin fee / account holder | $406 | $7,941-94.9% | $12,998-96.9% | $6,918-94.1% |