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 |
|---|---|---|
GREATBANC TRUST COMPANY2 years Filed as: GREATBANC TRUST CO Service code 21 801 WARRENVILLE RD #500 · LISLE, IL 60532 | Bank Trustee | $32,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,961 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,165 | $131,799-46.0% | $200,582-64.5% | $85,563-16.8% |
| Participation rate | 84.0% | 87.9%-3.9pp | 86.9%-2.9pp | 66.0%+18.0pp |
| Annual return | 7.47% | 21.59%-14.1pp | 42.33%-34.9pp | 31.51%-24.0pp |
| Employer contribution / active EE | $3,307 | $4,532-27.0% | $6,419-48.5% | $2,654+24.6% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $105 | $235-55.2% | $16,305-99.4% | $834-87.4% |