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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $437,555 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
MATRIX TRUST COMPANY3 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 | $39,773 | $53,531-25.7% | $86,188-53.9% | $96,393-58.7% |
| Participation rate | 11.1% | 53.4%-42.3pp | 69.0%-57.8pp | 71.3%-60.2pp |
| Annual return | 19.19% | 20.51%-1.3pp | 1168.45%-1149.3pp | 22.88%-3.7pp |
| Employer contribution / active EE | $0 | $1,158-100.0% | $2,380-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $485 | $1,965-75.3% | $3,985-87.8% | $5,455-91.1% |
| Admin fee / account holder | $77 | $55+38.9% | $6,852-98.9% | $74+4.2% |