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 3-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 64 · EIN 04-2647786 | Recordkeeping Fees | $15,276 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $8,665 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,872 | $78,976-64.7% | $100,383-72.2% | $74,546-62.6% |
| Participation rate | 94.7% | 79.5%+15.3pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 17.51% | 20.62%-3.1pp | 49.26%-31.8pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $4 | $3,019-99.9% | $3,944-99.9% | $2,624-99.9% |
| Participant deferral / active EE | $11,056 | $7,758+42.5% | $8,086+36.7% | $4,347+154.3% |
| Admin fee / account holder | $158 | $1,330-88.1% | $7,900-98.0% | $1,944-91.9% |