Filed July 15, 2022
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 LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $69,598 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 26 2423 E. LINCOLN DRIVE · PHOENIX, AZ 85016 | Advisory (Participants) | $55,363 |
KAUFMAN ROSSIN & CO2 years Filed as: KAUFMAN ROSSIN WEALTH Service code 26 3310 MARY STREET, SUITE 501 · MIAMI, FL 33133 | Advisory (Participants) | $29,425 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Distribution (12b-1) fees; Trustee (b... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 62 | Soft dollars commissions; Float revenue | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,065 | $95,274+31.3% | $135,903-8.0% | $74,419+68.1% |
| Participation rate | 95.8% | 78.2%+17.6pp | 81.9%+13.9pp | 70.7%+25.1pp |
| Annual return | 19.24% | 32.77%-13.5pp | 68.23%-49.0pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,741 | $3,874-29.3% | $4,856-43.6% | $2,637+3.9% |
| Participant deferral / active EE | $10,197 | $7,782+31.0% | $7,758+31.4% | $4,528+125.2% |
| Admin fee / account holder | $256 | $266-3.9% | $10,762-97.6% | $348-26.5% |