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 |
|---|---|---|
PINNACLE WEALTH LLC1 year Filed as: PINNACLE WEALTH Service code 27 612 E TAN TARA CIRCLE SUITE 100 · SIOUX FALLS, SD 57108 | Advisory (Plan) | $29,974 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $22,194 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,398 | $58,264+17.4% | $86,612-21.0% | $71,457-4.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.13% | 21.63%-4.5pp | 591.07%-573.9pp | 28.85%-11.7pp |
| Employer contribution / active EE | $5,459 | $2,574+112.1% | $3,022+80.6% | $2,588+111.0% |
| Participant deferral / active EE | $3,699 | $3,436+7.6% | $4,438-16.7% | $4,289-13.8% |
| Admin fee / account holder | $367 | $1,057-65.2% | $5,614-93.5% | $1,587-76.9% |