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 | $42,685 |
NORTHSTAR FIDUCIARY PARTNERS10+ years Filed as: NORTHSTAR ASSET MANAGEMENT Service code 28 · EIN 39-1849892 | Investment Management | $36,144 |
MATRIX TRUST COMPANY4 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,267 | $80,724-8.0% | $103,333-28.1% | $74,495-0.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.04% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,803 | $3,157-11.2% | $3,868-27.5% | $2,623+6.9% |
| Participant deferral / active EE | $3,962 | $3,860+2.6% | $5,057-21.7% | $4,346-8.8% |
| Admin fee / account holder | $363 | $2,368-84.7% | $8,355-95.7% | $1,942-81.3% |