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, LLC6 years Service code 15 · EIN 82-5320133 | Recordkeeping | $38,466 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $32,816 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (securities); Float revenue... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY4 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,663 | $47,126-28.6% | $149,673-77.5% | $74,419-54.8% |
| Participation rate | 42.4% | 63.4%-21.0pp | 78.8%-36.4pp | 70.7%-28.4pp |
| Annual return | 17.78% | 22.75%-5.0pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $731 | $1,905-61.7% | $4,818-84.8% | $2,637-72.3% |
| Participant deferral / active EE | $1,836 | $2,728-32.7% | $5,680-67.7% | $4,528-59.4% |
| Admin fee / account holder | $145 | $343-57.8% | $13,210-98.9% | $348-58.4% |