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 | $23,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,063 |
SANSOME STREET APPRAISERS, INC.9+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $13,800 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST Service code 21 · EIN 82-3967259 | Bank Trustee | $11,638 |
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $11,459 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 200 PARK AVE · NEW YORK, NC 10166 | Advisory (Plan) | $5,621 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,885 | $66,457+133.1% | $81,382+90.3% | $77,643+99.5% |
| Participation rate | 91.0% | 68.7%+22.3pp | 69.5%+21.5pp | 70.6%+20.5pp |
| Annual return | 14.19% | 15.93%-1.7pp | 24.73%-10.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $10,195 | $2,159+372.1% | $2,463+313.9% | $2,726+274.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $190 | $583-67.3% | $5,768-96.7% | $430-55.7% |