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 | $36,924 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,904 |
MATRIX TRUST COMPANY5 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,633 | $66,098+62.8% | $101,794+5.7% | $74,304+44.9% |
| Participation rate | 95.5% | 53.8%+41.8pp | 69.2%+26.3pp | 60.3%+35.2pp |
| Annual return | 12.31% | 19.59%-7.3pp | 30.53%-18.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $2,191 | $1,082+102.6% | $2,289-4.3% | $2,241-2.2% |
| Participant deferral / active EE | $3,222 | $2,781+15.9% | $4,084-21.1% | $3,767-14.5% |
| Admin fee / account holder | $461 | $4,146-88.9% | $8,777-94.7% | $2,969-84.5% |