See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $33,844 |
MADISON WEALTH MANAGEMENT9+ years Service code 28 · EIN 31-1725548 | Investment Management | $21,378 |
VERHULST WEALTH MANAGEMENT2 years Service code 28 500 PARK BLVD · ITASCA, IA 60143 | Investment Management | $12,805 |
SMEDLEY FINANCIAL SERVICES, INC.9+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $11,904 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $10,638 |
MATRIX TRUST COMPANY1 year 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 | $439,941 | $95,274+361.8% | $135,903+223.7% | $74,419+491.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.23% | 32.77%-15.5pp | 68.23%-51.0pp | 34.38%-17.2pp |
| Employer contribution / active EE | $23,749 | $3,874+513.0% | $4,856+389.1% | $2,637+800.5% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $213 | $266-20.0% | $10,762-98.0% | $348-38.8% |