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 Service code 15 · EIN 46-5378846 | Recordkeeping | $53,475 |
NORTHSTAR FIDUCIARY PARTNERS8+ years Filed as: NORTHSTAR ASSET MANAGEMENT Service code 28 · EIN 39-1849892 | Investment Management | $33,885 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,801 | $64,119-5.2% | $112,228-45.8% | $66,914-9.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -12.60% | -13.81%+1.2pp | 27.45%-40.1pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,190 | $3,005-27.1% | $3,635-39.7% | $2,544-13.9% |
| Participant deferral / active EE | $3,324 | $3,693-10.0% | $4,728-29.7% | $4,237-21.5% |
| Admin fee / account holder | $446 | $625-28.7% | $6,410-93.0% | $593-24.9% |