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 | $40,018 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 28 PO BOX 2226 · OMAHA, NE 681032226 | Investment Management | $20,894 |
MATRIX TRUST COMPANY4 years 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 | $301,761 | $122,693+145.9% | $184,203+63.8% | $199,593+51.2% |
| Participation rate | 98.9% | 86.8%+12.1pp | 86.8%+12.1pp | 72.0%+26.9pp |
| Annual return | 17.08% | 143.91%-126.8pp | 28.81%-11.7pp | 34.25%-17.2pp |
| Employer contribution / active EE | $3,285 | $4,584-28.3% | $6,427-48.9% | $3,034+8.3% |
| Participant deferral / active EE | $18,552 | $7,990+132.2% | $9,131+103.2% | $5,087+264.7% |
| Admin fee / account holder | $52 | $121-56.7% | $13,901-99.6% | $269-80.6% |