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 CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $38,727 |
VRAKAS ADVISORS4 years Service code 10 · EIN 83-1819454 | Accounting | $13,167 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $11,548 |
MATRIX TRUST COMPANY5 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).
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 | $325,054 | $89,753+262.2% | $107,525+202.3% | $84,808+283.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.91% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $8,531 | $3,113+174.0% | $3,754+127.3% | $2,631+224.3% |
| Participant deferral / active EE | $5,160 | $4,056+27.2% | $5,116+0.9% | $4,212+22.5% |
| Admin fee / account holder | $524 | $7,222-92.7% | $8,919-94.1% | $7,344-92.9% |