See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP11+ years Service code 10 · EIN 41-0746749 | Accounting | $12,075 |
AMERICAN UNITED LIFE INSURANCE CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,725 |
MATRIX TRUST COMPANY5 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 | $105,187 | $95,803+9.8% | $113,168-7.1% | $84,808+24.0% |
| Participation rate | 93.6% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 15.77% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,721 | $2,360-27.1% | $2,975-42.2% | $2,631-34.6% |
| Participant deferral / active EE | $4,944 | $4,242+16.6% | $5,107-3.2% | $4,212+17.4% |
| Admin fee / account holder | $104 | $8,989-98.8% | $12,068-99.1% | $7,344-98.6% |