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 | $42,156 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $23,705 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,745 | $138,347+10.4% | $184,203-17.1% | $80,856+88.9% |
| Participation rate | 3.3% | 83.9%-80.5pp | 86.8%-83.5pp | 67.6%-64.3pp |
| Annual return | 13.25% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,433 | $4,850+32.6% | $6,427+0.1% | $2,755+133.5% |
| Participant deferral / active EE | $36,997 | $7,071+423.2% | $9,131+305.2% | $4,296+761.2% |
| Admin fee / account holder | $302 | $10,483-97.1% | $13,901-97.8% | $6,918-95.6% |