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 | $12,259 |
FIRST NATIONAL BANK FREMONT6+ years Service code 15 · EIN 47-6090896 PO BOX 169 · FREMONT, NE 680260169 | Recordkeeping | $12,223 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 27 CHARLES SMITH · OMAHA, NE 68154 | Advisory (Plan) | $6,190 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,476 | $64,286-35.5% | $90,951-54.4% | $73,409-43.5% |
| Participation rate | 28.9% | 63.6%-34.6pp | 69.0%-40.1pp | 72.2%-43.2pp |
| Annual return | 16.32% | 21.45%-5.1pp | 134.60%-118.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,195 | $2,453-51.3% | $3,373-64.6% | $3,805-68.6% |
| Admin fee / account holder | $214 | $287-25.3% | $5,959-96.4% | $158+35.9% |