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 | $27,769 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 CHARLES SMITH · OMAHA, NE 68154 | Advisory (Plan) | $12,657 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,344 | $50,956-58.1% | $96,562-77.9% | $86,799-75.4% |
| Participation rate | 61.3% | 65.2%-4.0pp | 69.8%-8.5pp | 72.3%-11.0pp |
| Annual return | 12.70% | 21.27%-8.6pp | 37.78%-25.1pp | 97.91%-85.2pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,343 | $2,954-54.5% | $3,849-65.1% | $4,131-67.5% |
| Admin fee / account holder | $142 | $166-14.3% | $6,181-97.7% | $170-16.1% |