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 ONE AMERICAN SQUARE P.O. BOX 368 · INDIANAPOLIS, IN 46206 | Recordkeeping | $72,268 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $46,831 | $92,055-49.1% | $106,213-55.9% | $77,643-39.7% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 14.16% | 17.91%-3.7pp | 116.14%-102.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,219 | $3,367-34.1% | $3,171-30.0% | $2,726-18.6% |
| Participant deferral / active EE | $4,407 | $5,386-18.2% | $5,016-12.1% | $4,647-5.2% |
| Admin fee / account holder | $180 | $219-17.8% | $11,033-98.4% | $430-58.2% |