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 | $24,094 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS Service code 28 · EIN 26-0058143 | Investment Management | $18,750 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $5,645 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,463 | $49,451-60.6% | $79,550-75.5% | $66,914-70.9% |
| Participation rate | 90.3% | 61.3%+29.0pp | 69.5%+20.8pp | 69.8%+20.5pp |
| Annual return | -16.68% | 84.25%-100.9pp | 0.16%-16.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $206 | $1,266-83.7% | $2,413-91.4% | $2,544-91.9% |
| Participant deferral / active EE | $1,064 | $3,159-66.3% | $3,985-73.3% | $4,237-74.9% |
| Admin fee / account holder | $137 | $595-77.0% | $6,832-98.0% | $593-76.9% |