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 5-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 INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $70,422 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $27,981 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,802 |
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 | $64,379 | $145,877-55.9% | $150,045-57.1% | $102,872-37.4% |
| Participation rate | 87.2% | 79.8%+7.4pp | 82.3%+4.9pp | 73.0%+14.2pp |
| Annual return | 40.77% | 21.37%+19.4pp | 62.55%-21.8pp | 19.06%+21.7pp |
| Employer contribution / active EE | $4,659 | $4,710-1.1% | $4,693-0.7% | $3,526+32.1% |
| Participant deferral / active EE | $10,781 | $9,491+13.6% | $7,997+34.8% | $5,535+94.8% |
| Admin fee / account holder | $110 | $176-37.3% | $13,435-99.2% | $292-62.3% |