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 |
|---|---|---|
OSAGE PACIFIC ADVISORS1 year Service code 28 · EIN 33-0069374 9206 NE JUANITA DR · KIRKLAND, WA 98034 | Investment Management | $6,765 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,416 | $58,726-63.5% | $92,233-76.8% | $62,292-65.6% |
| Participation rate | 55.7% | 68.3%-12.6pp | 76.5%-20.8pp | 69.5%-13.8pp |
| Annual return | 21.45% | 43.62%-22.2pp | 176.28%-154.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $2,120 | $2,392-11.3% | $3,679-42.4% | $2,042+3.8% |
| Participant deferral / active EE | $3,939 | $2,766+42.4% | $3,897+1.1% | $3,169+24.3% |
| Admin fee / account holder | $114 | $556-79.5% | $5,194-97.8% | $479-76.2% |