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 | $146,303 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $60,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,343 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $4,549 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $172,582 | $99,078+74.2% | $96,544+78.8% | $74,419+131.9% |
| Participation rate | 96.7% | 80.7%+16.0pp | 76.0%+20.7pp | 70.7%+26.0pp |
| Annual return | 21.44% | 22.48%-1.0pp | 25.84%-4.4pp | 34.38%-12.9pp |
| Employer contribution / active EE | $5,848 | $2,570+127.5% | $2,965+97.2% | $2,637+121.7% |
| Participant deferral / active EE | $8,248 | $4,933+67.2% | $4,851+70.0% | $4,528+82.2% |
| Admin fee / account holder | $18 | $225-91.9% | $8,252-99.8% | $348-94.8% |