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 |
|---|---|---|
CES INS AGENCY INC9+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $27,023 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,709 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $10,577 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 50 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,621 | $47,126-32.9% | $149,673-78.9% | $74,419-57.5% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.1pp | 70.7%+18.1pp |
| Annual return | 13.85% | 22.75%-8.9pp | 134.42%-120.6pp | 34.38%-20.5pp |
| Employer contribution / active EE | $1,258 | $1,905-34.0% | $4,818-73.9% | $2,637-52.3% |
| Participant deferral / active EE | $2,320 | $2,728-14.9% | $5,680-59.2% | $4,528-48.8% |
| Admin fee / account holder | $72 | $343-78.9% | $13,210-99.5% | $348-79.2% |