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 10-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 15 · EIN 13-3689044 | Recordkeeping | $28,721 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 16 · EIN 93-0987232 | Consulting | $23,158 |
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $13,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,857 | $102,317-13.2% | $146,958-39.5% | $80,856+9.9% |
| Participation rate | 98.2% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 17.53% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,627 | $3,713+24.6% | $4,933-6.2% | $2,755+68.0% |
| Participant deferral / active EE | $11,314 | $6,644+70.3% | $8,070+40.2% | $4,296+163.4% |
| Admin fee / account holder | $546 | $7,941-93.1% | $12,998-95.8% | $6,918-92.1% |