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 | $579,590 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $45,994 | $57,150-19.5% | $93,606-50.9% | $106,382-56.8% |
| Participation rate | 10.0% | 49.1%-39.1pp | 68.7%-58.7pp | 69.9%-59.9pp |
| Annual return | 12.91% | 15.81%-2.9pp | 133.20%-120.3pp | 17.37%-4.5pp |
| Employer contribution / active EE | $0 | $1,015-100.0% | $2,420-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $439 | $1,853-76.3% | $4,411-90.0% | $5,569-92.1% |
| Admin fee / account holder | $101 | $64+56.4% | $8,285-98.8% | $79+27.0% |