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 | $177,574 |
ALPHA INVESTMENT CONSULTING GROUP11+ years Service code 50 · EIN 39-1859759 | Direct Payment | $51,904 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $10,826 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,740 | $123,077-25.5% | $116,228-21.1% | $102,872-10.8% |
| Participation rate | 98.6% | 87.0%+11.6pp | 74.6%+24.0pp | 73.0%+25.6pp |
| Annual return | 13.46% | 15.84%-2.4pp | 90.06%-76.6pp | 19.06%-5.6pp |
| Employer contribution / active EE | $1,935 | $4,380-55.8% | $2,994-35.4% | $3,526-45.1% |
| Participant deferral / active EE | $7,257 | $6,746+7.6% | $4,953+46.5% | $5,535+31.1% |
| Admin fee / account holder | $114 | $115-1.0% | $11,989-99.0% | $292-60.9% |