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 | $36,207 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $34,056 |
MATRIX TRUST COMPANY4 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 | $48,664 | $92,055-47.1% | $106,213-54.2% | $77,643-37.3% |
| Participation rate | 98.2% | 81.0%+17.2pp | 75.3%+23.0pp | 70.6%+27.7pp |
| Annual return | 15.87% | 17.91%-2.0pp | 116.14%-100.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,803 | $3,367+42.7% | $3,171+51.5% | $2,726+76.2% |
| Participant deferral / active EE | $4,661 | $5,386-13.5% | $5,016-7.1% | $4,647+0.3% |
| Admin fee / account holder | $233 | $219+6.6% | $11,033-97.9% | $430-45.8% |