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 | $27,149 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 CHARLES SMITH · OMAHA, NE 68154 | Advisory (Plan) | $11,291 |
MATRIX TRUST COMPANY6 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,017 | $56,767-57.7% | $101,794-76.4% | $85,563-71.9% |
| Participation rate | 61.5% | 57.6%+3.9pp | 69.2%-7.7pp | 66.0%-4.5pp |
| Annual return | 28.22% | 17.76%+10.5pp | 30.53%-2.3pp | 31.51%-3.3pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,046 | $2,720-61.5% | $4,084-74.4% | $4,375-76.1% |
| Admin fee / account holder | $131 | $1,098-88.1% | $8,777-98.5% | $834-84.3% |