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 | $74,798 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 411 E WISCONSIN AVE, SUITE 2200 · MILWAUKEE, WI 53202 | Advisory (Plan) | $36,761 |
MATRIX TRUST COMPANY5 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 | $146,857 | $117,025+25.5% | $91,541+60.4% | $85,563+71.6% |
| Participation rate | 92.9% | 64.2%+28.6pp | 69.8%+23.1pp | 66.0%+26.9pp |
| Annual return | 14.59% | 18.02%-3.4pp | 20.50%-5.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,120-100.0% | $2,505-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $7,242 | $3,446+110.1% | $4,008+80.7% | $4,375+65.5% |
| Admin fee / account holder | $205 | $1,242-83.5% | $6,956-97.1% | $834-75.4% |