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 | $29,103 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $5,529 |
MATRIX TRUST COMPANY4 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 | $16,078 | $54,193-70.3% | $93,606-82.8% | $77,643-79.3% |
| Participation rate | 84.3% | 63.9%+20.3pp | 68.7%+15.6pp | 70.6%+13.7pp |
| Annual return | 13.21% | 30.54%-17.3pp | 133.20%-120.0pp | 31.24%-18.0pp |
| Employer contribution / active EE | $493 | $1,168-57.8% | $2,420-79.6% | $2,726-81.9% |
| Participant deferral / active EE | $1,152 | $3,144-63.4% | $4,411-73.9% | $4,647-75.2% |
| Admin fee / account holder | $82 | $576-85.8% | $8,285-99.0% | $430-81.0% |