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 4-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) | $61,768 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,753 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $4,238 |
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 | $45,411 | $122,259-62.9% | $147,005-69.1% | $199,768-77.3% |
| Participation rate | 76.7% | 78.3%-1.6pp | 82.2%-5.5pp | 72.0%+4.6pp |
| Annual return | 42.34% | 30.58%+11.8pp | 418.76%-376.4pp | 34.26%+8.1pp |
| Employer contribution / active EE | $3,408 | $4,097-16.8% | $4,934-30.9% | $3,037+12.2% |
| Participant deferral / active EE | $8,216 | $8,504-3.4% | $8,070+1.8% | $5,090+61.4% |
| Admin fee / account holder | $88 | $179-50.5% | $13,006-99.3% | $269-67.1% |