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 | $34,545 |
MADISON WEALTH MANAGEMENT10+ years Service code 28 · EIN 31-1725548 | Investment Management | $21,190 |
VERHULST WEALTH MANAGEMENT3 years Service code 28 500 PARK BLVD · ITASCA, IA 60143 | Investment Management | $15,599 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $11,855 |
SMEDLEY FINANCIAL SERVICES, INC.10+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $9,131 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,860 | $106,028+330.9% | $146,958+210.9% | $77,643+488.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.86% | 56.73%-42.9pp | 418.34%-404.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $24,533 | $4,063+503.8% | $4,933+397.3% | $2,726+800.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $219 | $337-35.3% | $12,998-98.3% | $430-49.2% |