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 | $36,647 |
NORTHSTAR FIDUCIARY PARTNERS9+ years Filed as: NORTHSTAR ASSET MANAGEMENT Service code 28 · EIN 39-1849892 | Investment Management | $30,525 |
MATRIX TRUST COMPANY3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,299 | $76,670-14.8% | $96,683-32.5% | $71,457-8.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 16.82% | 48.29%-31.5pp | 35.69%-18.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,489 | $3,031-17.9% | $3,737-33.4% | $2,588-3.8% |
| Participant deferral / active EE | $3,714 | $3,771-1.5% | $4,878-23.9% | $4,289-13.4% |
| Admin fee / account holder | $325 | $2,028-84.0% | $6,730-95.2% | $1,587-79.6% |