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 LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $46,876 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,547 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $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.
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 | $68,119 | $49,451+37.8% | $79,550-14.4% | $66,914+1.8% |
| Participation rate | 95.5% | 61.3%+34.2pp | 69.5%+26.0pp | 69.8%+25.7pp |
| Annual return | -19.13% | 84.25%-103.4pp | 0.16%-19.3pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,761 | $1,266+39.2% | $2,413-27.0% | $2,544-30.8% |
| Participant deferral / active EE | $2,376 | $3,159-24.8% | $3,985-40.4% | $4,237-43.9% |
| Admin fee / account holder | $509 | $595-14.3% | $6,832-92.5% | $593-14.1% |