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 8-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 | $25,169 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,263 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 10 · EIN 74-1625348 | Accounting | $10,238 |
MATRIX TRUST COMPANY4+ years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,145 | $52,293-25.1% | $178,490-78.1% | $73,409-46.7% |
| Participation rate | 29.4% | 65.3%-36.0pp | 81.9%-52.6pp | 72.2%-42.8pp |
| Annual return | 11.65% | 34.75%-23.1pp | 151.07%-139.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $543 | $1,735-68.7% | $5,011-89.2% | $2,234-75.7% |
| Participant deferral / active EE | $1,038 | $2,332-55.5% | $5,202-80.0% | $3,805-72.7% |
| Admin fee / account holder | $178 | $127+39.5% | $13,984-98.7% | $158+12.5% |