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 | $23,834 |
Filed as: PENSIONMARK Service code 17 · EIN 61-1758632 | Pension Consulting | $18,000 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,980 | $106,028-78.3% | $146,958-84.4% | $77,643-70.4% |
| Participation rate | 89.9% | 78.4%+11.6pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 14.82% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $215 | $4,063-94.7% | $4,933-95.6% | $2,726-92.1% |
| Participant deferral / active EE | $3,680 | $7,990-53.9% | $8,070-54.4% | $4,647-20.8% |
| Admin fee / account holder | $125 | $337-63.0% | $12,998-99.0% | $430-71.0% |