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 | $164,769 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $12,110 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,040 | $58,336-72.5% | $97,226-83.5% | $199,593-92.0% |
| Participation rate | 91.6% | 63.8%+27.8pp | 72.7%+18.9pp | 72.0%+19.6pp |
| Annual return | 14.11% | 32.81%-18.7pp | 75.13%-61.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,029 | $1,416-27.3% | $2,729-62.3% | $3,034-66.1% |
| Participant deferral / active EE | $1,930 | $3,240-40.4% | $4,264-54.7% | $5,087-62.1% |
| Admin fee / account holder | $64 | $114-43.8% | $5,654-98.9% | $269-76.2% |