Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $16,942 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $15,912 |
MAGII PENSION SERVICES LLC6 years Filed as: MAGII PENSION SERVICES Service code 13 490 WHEELER RD STE 265 · HAUPPAUGE, NY 117884365 | Contract Administrator | $8,382 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,284 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,158 | $64,705-27.1% | $62,929-25.1% | $67,986-30.6% |
| Participation rate | 53.9% | 65.6%-11.7pp | 73.1%-19.2pp | 57.2%-3.3pp |
| Annual return | 14.78% | 20.31%-5.5pp | 1063.93%-1049.2pp | 31.67%-16.9pp |
| Employer contribution / active EE | $2,102 | $2,376-11.5% | $2,505-16.1% | $2,019+4.1% |
| Participant deferral / active EE | $3,085 | $3,198-3.5% | $3,888-20.7% | $3,358-8.1% |
| Admin fee / account holder | $230 | $1,428-83.9% | $5,065-95.5% | $3,203-92.8% |