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 | $18,330 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,735 | $66,457-67.3% | $81,382-73.3% | $77,643-72.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 13.17% | 15.93%-2.8pp | 24.73%-11.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $691 | $2,159-68.0% | $2,463-72.0% | $2,726-74.7% |
| Participant deferral / active EE | $2,883 | $3,679-21.6% | $3,883-25.8% | $4,647-38.0% |
| Admin fee / account holder | $60 | $583-89.7% | $5,768-99.0% | $430-86.0% |