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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH MANAGEMENT Service code 15 · EIN 93-0987232 | Recordkeeping | $12,504 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,473 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 15 · EIN 27-3169253 | Recordkeeping | $1,646 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,729 | $50,815-78.9% | $155,509-93.1% | $77,643-86.2% |
| Participation rate | 91.4% | 63.1%+28.3pp | 78.2%+13.2pp | 70.6%+20.8pp |
| Annual return | 21.98% | 34.80%-12.8pp | 64.67%-42.7pp | 31.24%-9.3pp |
| Employer contribution / active EE | $1,683 | $1,993-15.5% | $4,672-64.0% | $2,726-38.2% |
| Participant deferral / active EE | $3,022 | $2,822+7.1% | $5,626-46.3% | $4,647-35.0% |
| Admin fee / account holder | $58 | $437-86.8% | $15,912-99.6% | $430-86.6% |