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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $96,323 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 28 180 N RIVERVIEW DRIVE · ANAHEIM, CA 92808 | Investment Management | $50,000 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SERV Service code 26 · EIN 81-3920167 | Advisory (Participants) | $18,040 |
MATRIX TRUST COMPANY2 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 | $116,328 | $106,110+9.6% | $147,005-20.9% | $77,671+49.8% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 13.96% | 56.77%-42.8pp | 418.76%-404.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,963 | $4,065-51.7% | $4,934-60.2% | $2,726-28.0% |
| Participant deferral / active EE | $10,546 | $7,992+32.0% | $8,070+30.7% | $4,648+126.9% |
| Admin fee / account holder | $286 | $338-15.2% | $13,006-97.8% | $430-33.5% |