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 | $23,486 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $20,000 |
PKF O'CONNOR DAVIES, LLP4+ years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $13,000 |
MATRIX TRUST COMPANY4+ years Service code 18 · EIN 75-3182674 | Shareholder servicing fees; Finders' ... | $3,708 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 50 · EIN 33-1151291 | Direct Payment | $0 |
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 | $20,959 | $29,369-28.6% | $77,482-73.0% | $73,409-71.4% |
| Participation rate | 92.2% | 37.9%+54.3pp | 54.2%+38.0pp | 72.2%+20.0pp |
| Annual return | 15.08% | 358.15%-343.1pp | 54.79%-39.7pp | 59.29%-44.2pp |
| Employer contribution / active EE | $252 | $406-38.0% | $986-74.5% | $2,234-88.7% |
| Participant deferral / active EE | $1,842 | $941+95.7% | $1,861-1.1% | $3,805-51.6% |
| Admin fee / account holder | $49 | $123-60.2% | $2,858-98.3% | $158-69.1% |