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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $99,880 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $75,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $518,685 | $106,028+389.2% | $146,958+252.9% | $77,643+568.0% |
| Participation rate | 99.4% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 13.05% | 56.73%-43.7pp | 418.34%-405.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $12,703 | $4,063+212.6% | $4,933+157.5% | $2,726+366.0% |
| Participant deferral / active EE | $15,657 | $7,990+96.0% | $8,070+94.0% | $4,647+236.9% |
| Admin fee / account holder | $355 | $337+5.3% | $12,998-97.3% | $430-17.4% |