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 CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $50,200 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $19,998 |
Filed as: SPECTRUM INVESTMENTS Service code 26 6329 W. MEQUON ROAD · MEQUON, WI 53092 | Advisory (Participants) | $5,000 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant 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 | $103,023 | $98,727+4.4% | $113,168-9.0% | $85,563+20.4% |
| Participation rate | 96.4% | 80.8%+15.6pp | 76.6%+19.8pp | 66.0%+30.4pp |
| Annual return | 17.11% | 17.43%-0.3pp | 24.27%-7.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $743 | $2,907-74.5% | $2,975-75.0% | $2,654-72.0% |
| Participant deferral / active EE | $5,983 | $5,424+10.3% | $5,107+17.2% | $4,375+36.8% |
| Admin fee / account holder | $137 | $357-61.5% | $12,068-98.9% | $834-83.6% |