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 4-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 | $189,357 |
REGIONS BANK4+ years Service code 16 · EIN 63-0371391 | Consulting | $47,000 |
MATRIX TRUST COMPANY4+ years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY4+ years 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 | $99,894 | $81,357+22.8% | $75,972+31.5% | $199,593-50.0% |
| Participation rate | 63.0% | 69.9%-6.9pp | 69.1%-6.1pp | 72.0%-9.0pp |
| Annual return | 17.17% | 16.32%+0.9pp | 359.55%-342.4pp | 34.25%-17.1pp |
| Employer contribution / active EE | $2,137 | $3,341-36.0% | $2,685-20.4% | $3,034-29.6% |
| Participant deferral / active EE | $5,579 | $4,710+18.5% | $4,255+31.1% | $5,087+9.7% |
| Admin fee / account holder | $63 | $144-56.6% | $6,467-99.0% | $269-76.7% |