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 | $29,409 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,107 | $59,417+70.2% | $93,606+8.0% | $74,495+35.7% |
| Participation rate | 91.7% | 59.7%+32.1pp | 68.7%+23.0pp | 67.2%+24.5pp |
| Annual return | 15.53% | 81.83%-66.3pp | 133.20%-117.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $500 | $1,264-60.4% | $2,420-79.3% | $2,623-80.9% |
| Participant deferral / active EE | $3,769 | $3,050+23.6% | $4,411-14.6% | $4,346-13.3% |
| Admin fee / account holder | $241 | $3,021-92.0% | $8,285-97.1% | $1,942-87.6% |