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 | $70,959 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $105,391 | $88,890+18.6% | $102,423+2.9% | $77,643+35.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 50.33% | 24.98%+25.4pp | 29.32%+21.0pp | 31.24%+19.1pp |
| Employer contribution / active EE | $1,170 | $2,698-56.6% | $3,023-61.3% | $2,726-57.1% |
| Participant deferral / active EE | $3,647 | $5,145-29.1% | $5,053-27.8% | $4,647-21.5% |
| Admin fee / account holder | $118 | $235-49.8% | $9,451-98.7% | $430-72.5% |