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 | $71,475 |
HAYS FINANCIAL GROUP3 years Filed as: THE HAYS FINANCIAL GROUP Service code 16 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $61,608 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,499 | $89,808+11.9% | $100,391+0.1% | $77,643+29.4% |
| Participation rate | 99.7% | 81.2%+18.5pp | 81.5%+18.2pp | 70.6%+29.1pp |
| Annual return | 13.07% | 20.62%-7.6pp | 49.20%-36.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,812 | $3,039-40.4% | $3,942-54.0% | $2,726-33.5% |
| Participant deferral / active EE | $5,976 | $8,284-27.9% | $8,082-26.1% | $4,647+28.6% |
| Admin fee / account holder | $248 | $174+42.1% | $7,899-96.9% | $430-42.4% |