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 | $36,647 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,180 |
MATRIX TRUST COMPANY4 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,571 | $59,417+54.1% | $93,606-2.2% | $74,495+22.9% |
| Participation rate | 94.7% | 59.7%+35.1pp | 68.7%+26.0pp | 67.2%+27.5pp |
| Annual return | 24.84% | 81.83%-57.0pp | 133.20%-108.4pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $2,015 | $1,264+59.5% | $2,420-16.7% | $2,623-23.2% |
| Participant deferral / active EE | $2,803 | $3,050-8.1% | $4,411-36.5% | $4,346-35.5% |
| Admin fee / account holder | $436 | $3,021-85.6% | $8,285-94.7% | $1,942-77.5% |