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 | $72,191 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,822 | $88,890-8.0% | $102,423-20.1% | $77,643+5.4% |
| Participation rate | 96.4% | 80.9%+15.5pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 14.17% | 24.98%-10.8pp | 29.32%-15.1pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,702 | $2,698-36.9% | $3,023-43.7% | $2,726-37.6% |
| Participant deferral / active EE | $5,677 | $5,145+10.3% | $5,053+12.3% | $4,647+22.2% |
| Admin fee / account holder | $121 | $235-48.5% | $9,451-98.7% | $430-71.8% |