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 | $74,533 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $69,660 |
WIPFLI LLP5 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,200 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,311 | $72,254-6.8% | $86,677-22.3% | $64,808+3.9% |
| Participation rate | 95.1% | 80.4%+14.7pp | 76.6%+18.6pp | 71.5%+23.7pp |
| Annual return | -14.53% | 392.42%-406.9pp | 35.91%-50.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,862 | $2,393-22.2% | $2,836-34.3% | $2,506-25.7% |
| Participant deferral / active EE | $6,192 | $4,658+32.9% | $4,656+33.0% | $4,310+43.7% |
| Admin fee / account holder | $297 | $174+70.9% | $7,493-96.0% | $188+58.2% |