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 | $18,437 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $13,500 |
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 | $91,676 | $59,417+54.3% | $93,606-2.1% | $74,495+23.1% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.89% | 81.83%-67.9pp | 133.20%-119.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,316 | $1,264+4.1% | $2,420-45.6% | $2,623-49.8% |
| Participant deferral / active EE | $5,116 | $3,050+67.7% | $4,411+16.0% | $4,346+17.7% |
| Admin fee / account holder | $243 | $3,021-92.0% | $8,285-97.1% | $1,942-87.5% |