See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $111,262 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 | Other Fees | $77,293 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 · EIN 26-4311657 | Other Fees | $20,611 |
OAAIC WEALTH, INC.1 year Service code 99 · EIN 93-0987232 | Other Fees | $0 |
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 | $93,698 | $50,982+83.8% | $154,803-39.5% | $85,563+9.5% |
| Participation rate | 72.0% | 59.8%+12.3pp | 78.1%-6.0pp | 66.0%+6.1pp |
| Annual return | 19.07% | 30.35%-11.3pp | 58.88%-39.8pp | 31.51%-12.4pp |
| Employer contribution / active EE | $2,449 | $1,708+43.4% | $4,305-43.1% | $2,654-7.7% |
| Participant deferral / active EE | $5,758 | $2,474+132.7% | $5,540+3.9% | $4,375+31.6% |
| Admin fee / account holder | $215 | $846-74.5% | $14,329-98.5% | $834-74.2% |