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 |
|---|---|---|
GREENSPRING ADVISORS, LLC4 years Service code 15 · EIN 82-5320133 | Recordkeeping | $36,591 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $31,851 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Float revenue; Trustee (directed); Ot... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,800 | $56,485-38.4% | $185,823-81.3% | $86,799-59.9% |
| Participation rate | 43.5% | 65.5%-22.0pp | 81.7%-38.2pp | 72.3%-28.8pp |
| Annual return | 11.11% | 118.04%-106.9pp | 122.05%-110.9pp | 97.91%-86.8pp |
| Employer contribution / active EE | $606 | $1,843-67.1% | $5,167-88.3% | $2,405-74.8% |
| Participant deferral / active EE | $1,891 | $2,553-25.9% | $5,568-66.0% | $4,131-54.2% |
| Admin fee / account holder | $160 | $150+6.7% | $16,237-99.0% | $170-5.9% |