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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $8,913 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,830 | $106,028+192.2% | $146,958+110.8% | $77,643+299.0% |
| Participation rate | 99.6% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 15.63% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $11,673 | $4,063+187.3% | $4,933+136.6% | $2,726+328.3% |
| Participant deferral / active EE | $15,692 | $7,990+96.4% | $8,070+94.4% | $4,647+237.7% |
| Admin fee / account holder | $16 | $337-95.4% | $12,998-99.9% | $430-96.4% |