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 | $44,312 |
HERITAGE PENSION ADVISORS, LLC9+ years Filed as: HERITAGE INSTITUTIONAL Service code 27 · EIN 27-2388726 | Advisory (Plan) | $24,456 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $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 | $158,836 | $130,194+22.0% | $169,993-6.6% | $71,457+122.3% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.0%+11.5pp | 67.9%+30.6pp |
| Annual return | 15.92% | 20.37%-4.4pp | 53.37%-37.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $5,649 | $4,381+28.9% | $6,785-16.7% | $2,588+118.3% |
| Participant deferral / active EE | $7,002 | $6,923+1.1% | $10,408-32.7% | $4,289+63.3% |
| Admin fee / account holder | $395 | $966-59.1% | $12,815-96.9% | $1,587-75.1% |