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 | $301,198 |
Filed as: ONEAMERICA INV ADVISORY SERVICES LL Service code 27 · EIN 81-3920167 | Advisory (Plan) | $25,000 |
MATRIX TRUST COMPANY5 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,377 | $128,899+14.3% | $113,168+30.2% | $102,872+43.3% |
| Participation rate | 80.6% | 87.0%-6.4pp | 76.6%+4.0pp | 73.0%+7.6pp |
| Annual return | 9.21% | 15.88%-6.7pp | 24.27%-15.1pp | 19.06%-9.9pp |
| Employer contribution / active EE | $2,896 | $3,713-22.0% | $2,975-2.7% | $3,526-17.9% |
| Participant deferral / active EE | $9,914 | $6,787+46.1% | $5,107+94.1% | $5,535+79.1% |
| Admin fee / account holder | $127 | $129-1.8% | $12,068-98.9% | $292-56.5% |