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 CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $170,642 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,000 |
MATRIX TRUST COMPANY4 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 | $196,645 | $2,679,533-92.7% | $164,813+19.3% | $199,593-1.5% |
| Participation rate | 99.6% | 78.3%+21.3pp | 78.6%+21.0pp | 72.0%+27.6pp |
| Annual return | 12.93% | 17.93%-5.0pp | 69.93%-57.0pp | 34.25%-21.3pp |
| Employer contribution / active EE | $4,104 | $2,970+38.2% | $4,341-5.5% | $3,034+35.3% |
| Participant deferral / active EE | $10,363 | $5,010+106.9% | $6,031+71.8% | $5,087+103.7% |
| Admin fee / account holder | $131 | $1,982-93.4% | $12,690-99.0% | $269-51.3% |