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 | $47,557 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $5,790 |
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).
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 | $85,713 | $78,483+9.2% | $106,201-19.3% | $74,546+15.0% |
| Participation rate | 82.8% | 72.8%+10.0pp | 75.3%+7.5pp | 67.2%+15.6pp |
| Annual return | 12.60% | 15.94%-3.3pp | 116.26%-103.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,226 | $2,522-11.7% | $3,170-29.8% | $2,624-15.2% |
| Participant deferral / active EE | $4,297 | $4,320-0.5% | $5,012-14.3% | $4,347-1.2% |
| Admin fee / account holder | $502 | $2,236-77.5% | $11,039-95.5% | $1,944-74.2% |