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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $58,785 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 20-2061505 | Advisory (Plan) | $49,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,368 | $108,549-52.7% | $156,263-67.1% | $85,563-40.0% |
| Participation rate | 82.2% | 77.1%+5.1pp | 78.9%+3.3pp | 66.0%+16.2pp |
| Annual return | 18.20% | 21.79%-3.6pp | 59.47%-41.3pp | 31.51%-13.3pp |
| Employer contribution / active EE | $1,032 | $2,690-61.6% | $4,333-76.2% | $2,654-61.1% |
| Participant deferral / active EE | $5,104 | $4,800+6.3% | $6,158-17.1% | $4,375+16.7% |
| Admin fee / account holder | $216 | $650-66.7% | $14,255-98.5% | $834-74.1% |