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 37 · EIN 04-2647786 | Loan Processing | $37,179 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $23,204 |
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 | $44,895 | $78,485-42.8% | $106,213-57.7% | $74,495-39.7% |
| Participation rate | 86.5% | 72.8%+13.7pp | 75.3%+11.2pp | 67.2%+19.3pp |
| Annual return | 12.23% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $881 | $2,523-65.1% | $3,171-72.2% | $2,623-66.4% |
| Participant deferral / active EE | $4,207 | $4,322-2.7% | $5,016-16.1% | $4,346-3.2% |
| Admin fee / account holder | $212 | $2,232-90.5% | $11,033-98.1% | $1,942-89.1% |