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 26 · EIN 93-0987232 | Advisory (Participants) | $97,837 |
Service code 12 · EIN 47-0098400 | Contract Administrator; Consulting (p... | $6,652 |
Service code 27 · EIN 65-1306741 | Advisory (Plan) | $6,522 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $6,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,500 | $79,013+194.3% | $100,391+131.6% | $74,495+212.1% |
| Participation rate | 98.6% | 79.5%+19.2pp | 81.5%+17.2pp | 67.2%+31.4pp |
| Annual return | 13.09% | 20.41%-7.3pp | 49.20%-36.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $16,610 | $3,021+449.8% | $3,942+321.4% | $2,623+533.2% |
| Participant deferral / active EE | $8,519 | $7,760+9.8% | $8,082+5.4% | $4,346+96.0% |
| Admin fee / account holder | $746 | $1,320-43.5% | $7,899-90.6% | $1,942-61.6% |