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 Service code 15 · EIN 46-5378846 | Recordkeeping | $43,813 |
GREENSPRING ADVISORS, LLC8 years Service code 15 · EIN 82-5320133 | Recordkeeping | $40,382 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY6 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | 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 | $44,553 | $50,982-12.6% | $154,803-71.2% | $85,563-47.9% |
| Participation rate | 44.7% | 59.8%-15.1pp | 78.1%-33.3pp | 66.0%-21.2pp |
| Annual return | 16.92% | 30.35%-13.4pp | 58.88%-42.0pp | 31.51%-14.6pp |
| Employer contribution / active EE | $877 | $1,708-48.6% | $4,305-79.6% | $2,654-66.9% |
| Participant deferral / active EE | $2,358 | $2,474-4.7% | $5,540-57.4% | $4,375-46.1% |
| Admin fee / account holder | $164 | $846-80.6% | $14,329-98.9% | $834-80.4% |