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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $977,730 |
LOREN D. STARK COMPANY2 years Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $15,062 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,613 | $55,331-39.3% | $81,812-58.9% | $199,593-83.2% |
| Participation rate | 35.2% | 62.5%-27.3pp | 72.3%-37.1pp | 72.0%-36.8pp |
| Annual return | 13.59% | 19.59%-6.0pp | 773.79%-760.2pp | 34.25%-20.7pp |
| Employer contribution / active EE | $803 | $2,101-61.8% | $2,912-72.4% | $3,034-73.5% |
| Participant deferral / active EE | $1,591 | $3,283-51.5% | $4,319-63.2% | $5,087-68.7% |
| Admin fee / account holder | $172 | $346-50.3% | $7,386-97.7% | $269-36.0% |