See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $51,654 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 28 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $20,000 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,582 | $102,317+270.0% | $146,958+157.6% | $80,856+368.2% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.7pp | 67.6%+31.3pp |
| Annual return | 12.38% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $12,009 | $3,713+223.4% | $4,933+143.4% | $2,755+335.9% |
| Participant deferral / active EE | $14,804 | $6,644+122.8% | $8,070+83.4% | $4,296+244.6% |
| Admin fee / account holder | $523 | $7,941-93.4% | $12,998-96.0% | $6,918-92.4% |