See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $35,168 |
Filed as: OSAAIC WEALTH, INC. Service code 26 · EIN 93-0987232 | Advisory (Participants) | $23,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,342 | $31,741-42.2% | $56,411-67.5% | $199,593-90.8% |
| Participation rate | 18.1% | 32.3%-14.2pp | 52.5%-34.3pp | 72.0%-53.8pp |
| Annual return | 30.62% | 14.72%+15.9pp | 1701.33%-1670.7pp | 34.25%-3.6pp |
| Employer contribution / active EE | $240 | $508-52.6% | $1,039-76.9% | $3,034-92.1% |
| Participant deferral / active EE | $783 | $1,184-33.9% | $1,952-59.9% | $5,087-84.6% |
| Admin fee / account holder | $193 | $426-54.8% | $2,829-93.2% | $269-28.3% |