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 | $73,831 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $62,859 |
WIPFLI LLP6 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,000 |
MATRIX TRUST COMPANY3 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 | $75,922 | $99,078-23.4% | $96,544-21.4% | $74,419+2.0% |
| Participation rate | 96.1% | 80.7%+15.4pp | 76.0%+20.2pp | 70.7%+25.4pp |
| Annual return | 16.61% | 22.48%-5.9pp | 25.84%-9.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,026 | $2,570-21.2% | $2,965-31.7% | $2,637-23.2% |
| Participant deferral / active EE | $6,949 | $4,933+40.9% | $4,851+43.2% | $4,528+53.5% |
| Admin fee / account holder | $295 | $225+31.3% | $8,252-96.4% | $348-15.2% |