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 19 · EIN 46-5378846 | Securities Custodian | $8,391 |
MATRIX TRUST COMPANY4 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 | $230,253 | $66,457+246.5% | $81,382+182.9% | $77,643+196.6% |
| Participation rate | 82.6% | 68.7%+13.9pp | 69.5%+13.1pp | 70.6%+12.1pp |
| Annual return | 13.26% | 15.93%-2.7pp | 24.73%-11.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $4,968 | $2,159+130.1% | $2,463+101.7% | $2,726+82.3% |
| Participant deferral / active EE | $6,303 | $3,679+71.3% | $3,883+62.3% | $4,647+35.6% |
| Admin fee / account holder | $24 | $583-96.0% | $5,768-99.6% | $430-94.5% |