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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,208 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,880 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,378 | $54,701+200.5% | $86,188+90.7% | $71,457+130.0% |
| Participation rate | 32.2% | 60.1%-27.9pp | 69.0%-36.7pp | 67.9%-35.7pp |
| Annual return | 13.26% | 20.06%-6.8pp | 1168.45%-1155.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,895 | $1,265+49.8% | $2,380-20.4% | $2,588-26.8% |
| Participant deferral / active EE | $2,258 | $3,108-27.4% | $3,985-43.3% | $4,289-47.4% |
| Admin fee / account holder | $974 | $1,922-49.3% | $6,852-85.8% | $1,587-38.7% |