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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $22,792 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,153 | $73,360+57.0% | $177,989-35.3% | $74,495+54.6% |
| Participation rate | 97.8% | 66.6%+31.2pp | 77.1%+20.7pp | 67.2%+30.6pp |
| Annual return | 13.89% | 17.49%-3.6pp | 294.48%-280.6pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $4,556 | $2,216+105.5% | $3,949+15.4% | $2,623+73.7% |
| Participant deferral / active EE | $7,574 | $4,513+67.8% | $6,276+20.7% | $4,346+74.3% |
| Admin fee / account holder | $69 | $1,808-96.2% | $10,363-99.3% | $1,942-96.4% |