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 | $191,866 |
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 50 · EIN 39-1859759 | Direct Payment | $49,102 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,046 | $112,623-31.6% | $106,213-27.5% | $199,593-61.4% |
| Participation rate | 98.0% | 86.2%+11.8pp | 75.3%+22.8pp | 72.0%+26.1pp |
| Annual return | 12.34% | 15.57%-3.2pp | 116.14%-103.8pp | 34.25%-21.9pp |
| Employer contribution / active EE | $1,849 | $4,575-59.6% | $3,171-41.7% | $3,034-39.1% |
| Participant deferral / active EE | $6,782 | $6,659+1.8% | $5,016+35.2% | $5,087+33.3% |
| Admin fee / account holder | $107 | $107+0.2% | $11,033-99.0% | $269-60.1% |