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 | $24,348 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $16,915 |
MATRIX TRUST COMPANY2 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,151 | $72,607-58.5% | $90,749-66.8% | $66,914-54.9% |
| Participation rate | 96.4% | 73.7%+22.7pp | 75.7%+20.7pp | 69.8%+26.6pp |
| Annual return | -20.50% | -12.28%-8.2pp | -12.16%-8.3pp | 1.58%-22.1pp |
| Employer contribution / active EE | $5,130 | $2,369+116.6% | $2,921+75.6% | $2,544+101.6% |
| Participant deferral / active EE | $3,495 | $3,977-12.1% | $4,564-23.4% | $4,237-17.5% |
| Admin fee / account holder | $198 | $707-72.0% | $8,445-97.7% | $593-66.6% |