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 | $7,875 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,925 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,239 | $73,004+38.7% | $90,749+11.6% | $68,494+47.8% |
| Participation rate | 78.4% | 70.8%+7.6pp | 75.7%+2.7pp | 67.9%+10.5pp |
| Annual return | -13.38% | -13.81%+0.4pp | -12.16%-1.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,425 | $2,193+56.2% | $2,921+17.3% | $2,596+31.9% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $107 | $5,896-98.2% | $8,445-98.7% | $5,403-98.0% |