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 6-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 | $46,323 |
LEGACY ADVISORS LLC6+ years Filed as: LEGACY ADVISORS, LLC Service code 27 · EIN 06-1659806 | Advisory (Plan) | $28,000 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,630 | $71,057-6.2% | $93,654-28.9% | $80,874-17.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.29% | 11.26%+3.0pp | 133.34%-119.0pp | 35.62%-21.3pp |
| Employer contribution / active EE | $425 | $1,564-72.8% | $2,421-82.5% | $2,756-84.6% |
| Participant deferral / active EE | $6,338 | $4,034+57.1% | $4,413+43.6% | $4,297+47.5% |
| Admin fee / account holder | $248 | $6,944-96.4% | $8,282-97.0% | $6,935-96.4% |