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 | $22,650 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $20,611 |
MATRIX TRUST COMPANY3 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 | $41,578 | $71,516-41.9% | $98,439-57.8% | $71,457-41.8% |
| Participation rate | 95.6% | 72.7%+22.9pp | 75.2%+20.4pp | 67.9%+27.6pp |
| Annual return | 49.39% | 32.41%+17.0pp | 21.16%+28.2pp | 28.85%+20.5pp |
| Employer contribution / active EE | $4,914 | $2,399+104.8% | $3,048+61.2% | $2,588+89.9% |
| Participant deferral / active EE | $4,169 | $4,109+1.5% | $4,738-12.0% | $4,289-2.8% |
| Admin fee / account holder | $163 | $1,675-90.3% | $8,948-98.2% | $1,587-89.8% |