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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $30,801 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 15 1 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Recordkeeping | $30,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $15,409 |
NIXON PEABODY LLP2 years Service code 29 70 WEST MADISON ST., SUITE 5200 · CHICAGO, IL 60602 | Legal | $1,539 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $288,593 | $91,407+215.7% | $135,903+112.4% | $71,457+303.9% |
| Participation rate | 98.2% | 75.7%+22.6pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | 14.09% | 29.90%-15.8pp | 68.23%-54.1pp | 28.85%-14.8pp |
| Employer contribution / active EE | $7,141 | $3,703+92.8% | $4,856+47.1% | $2,588+176.0% |
| Participant deferral / active EE | $14,341 | $7,092+102.2% | $7,758+84.9% | $4,289+234.4% |
| Admin fee / account holder | $340 | $1,266-73.2% | $10,762-96.8% | $1,587-78.6% |