Filed July 18, 2023
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 LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $93,518 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $82,896 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,137 | $82,917-35.9% | $103,333-48.6% | $77,643-31.6% |
| Participation rate | 97.0% | 71.6%+25.4pp | 74.5%+22.5pp | 70.6%+26.4pp |
| Annual return | 14.30% | 19.13%-4.8pp | 24.88%-10.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,877 | $3,552-47.2% | $3,868-51.5% | $2,726-31.2% |
| Participant deferral / active EE | $4,881 | $4,108+18.8% | $5,057-3.5% | $4,647+5.0% |
| Admin fee / account holder | $248 | $638-61.1% | $8,355-97.0% | $430-42.3% |