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 | $14,287 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $13,333 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $7,000 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Shareholder servicing fees; Direct pa... | $3,100 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,889 | $25,165-21.0% | $73,545-73.0% | $77,958-74.5% |
| Participation rate | 78.1% | 36.6%+41.5pp | 54.9%+23.2pp | 71.6%+6.5pp |
| Annual return | 17.95% | 18.12%-0.2pp | -15.16%+33.1pp | 20.87%-2.9pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,284 | $898+43.1% | $1,806-28.9% | $3,537-63.7% |
| Admin fee / account holder | $40 | $76-47.8% | $2,320-98.3% | $97-59.4% |