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 | $52,329 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS Service code 27 621 N. ROBINSON SUITE 100 · OKLAHOMA, OH 73102 | Advisory (Plan) | $27,735 |
HERITAGE PENSION ADVISORS, LLC10+ years Filed as: HERITAGE INSTITUTIONAL Service code 27 · EIN 27-2388726 | Advisory (Plan) | $27,523 |
MATRIX TRUST COMPANY4 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 | $180,287 | $122,239+47.5% | $184,203-2.1% | $74,495+142.0% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 13.00% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $5,939 | $4,537+30.9% | $6,427-7.6% | $2,623+126.4% |
| Participant deferral / active EE | $6,976 | $7,139-2.3% | $9,131-23.6% | $4,346+60.5% |
| Admin fee / account holder | $622 | $1,260-50.6% | $13,901-95.5% | $1,942-68.0% |