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 | $23,433 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS Service code 28 · EIN 26-0058143 | Investment Management | $15,000 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $5,123 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant 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.
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 | $13,646 | $53,165-74.3% | $86,188-84.2% | $74,419-81.7% |
| Participation rate | 80.8% | 64.9%+16.0pp | 69.0%+11.9pp | 70.7%+10.1pp |
| Annual return | 16.41% | 22.64%-6.2pp | 1168.45%-1152.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $380 | $1,210-68.6% | $2,380-84.0% | $2,637-85.6% |
| Participant deferral / active EE | $913 | $3,234-71.8% | $3,985-77.1% | $4,528-79.8% |
| Admin fee / account holder | $81 | $551-85.3% | $6,852-98.8% | $348-76.6% |