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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA INC. Service code 27 · EIN 11-2551174 | Advisory (Plan) | $94,595 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $61,908 |
WILKIN & GUTTENPLAN, PC1 year Filed as: WILKIN GUTTENPLAN Service code 10 · EIN 22-2612018 | Accounting | $28,850 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $89,017 | $53,136+67.5% | $155,509-42.8% | $199,593-55.4% |
| Participation rate | 66.4% | 64.1%+2.3pp | 78.2%-11.8pp | 72.0%-5.6pp |
| Annual return | 20.91% | 41.15%-20.2pp | 64.67%-43.8pp | 34.25%-13.3pp |
| Employer contribution / active EE | $1,712 | $1,851-7.5% | $4,672-63.4% | $3,034-43.6% |
| Participant deferral / active EE | $4,831 | $3,161+52.8% | $5,626-14.1% | $5,087-5.0% |
| Admin fee / account holder | $103 | $185-44.4% | $15,912-99.4% | $269-61.6% |