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 | $115,332 |
THOMAS PARAVOLA10+ years Filed as: THOMAS J. PARAVOLA Service code 28 · EIN 36-0522075 | Investment Management | $49,625 |
FGMK, LLC10+ years Service code 10 · EIN 36-2929601 | Accounting | $34,228 |
JEFFREY W. KROL & ASSOCIATES10+ years Service code 28 · EIN 36-3094368 | Investment Management | $25,000 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $7,027 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,258 | $129,021-78.9% | $184,203-85.2% | $77,643-64.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 9.78% | 33.27%-23.5pp | 28.81%-19.0pp | 31.24%-21.5pp |
| Employer contribution / active EE | $690 | $4,413-84.4% | $6,427-89.3% | $2,726-74.7% |
| Participant deferral / active EE | $125 | $7,297-98.3% | $9,131-98.6% | $4,647-97.3% |
| Admin fee / account holder | $263 | $254+3.8% | $13,901-98.1% | $430-38.8% |