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: SUMMERS SPENCER COMPANY Service code 10 3025 CORTLAND CIRCLE, SUITE 201 · SALINA, KS 67401 | Accounting | $9,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,019 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,613 | $87,733+58.0% | $106,548+30.1% | $85,850+61.5% |
| Participation rate | 83.0% | 71.9%+11.0pp | 76.1%+6.8pp | 69.3%+13.6pp |
| Annual return | 26.14% | 21.86%+4.3pp | 26.80%-0.7pp | 318.53%-292.4pp |
| Employer contribution / active EE | $3,256 | $2,073+57.1% | $2,819+15.5% | $2,565+26.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $107 | $6,767-98.4% | $7,407-98.6% | $6,260-98.3% |