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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $81,450 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $80,914 |
WIPFLI LLP4 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $10,750 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,670 | $185,342-55.4% | $111,297-25.7% | $86,799-4.8% |
| Participation rate | 95.2% | 81.0%+14.2pp | 77.3%+17.9pp | 72.3%+22.9pp |
| Annual return | 15.43% | 500.80%-485.4pp | 54.65%-39.2pp | 97.91%-82.5pp |
| Employer contribution / active EE | $1,093 | $2,246-51.3% | $2,731-60.0% | $2,405-54.5% |
| Participant deferral / active EE | $6,107 | $4,458+37.0% | $4,487+36.1% | $4,131+47.8% |
| Admin fee / account holder | $334 | $255+30.8% | $7,964-95.8% | $170+97.1% |