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 | $84,785 |
RAYMOND JAMES FINANCIAL SERVICES5+ 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, LLP5+ years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $17,600 |
MATRIX TRUST COMPANY5+ years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; D... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 50 · EIN 33-1151291 | Direct Payment | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,141 | $30,555-4.6% | $80,716-63.9% | $86,799-66.4% |
| Participation rate | 92.4% | 37.2%+55.1pp | 54.2%+38.2pp | 72.3%+20.1pp |
| Annual return | 16.44% | 30.35%-13.9pp | 87.28%-70.8pp | 97.91%-81.5pp |
| Employer contribution / active EE | $304 | $472-35.6% | $1,160-73.8% | $2,405-87.4% |
| Participant deferral / active EE | $2,119 | $1,050+101.8% | $2,146-1.3% | $4,131-48.7% |
| Admin fee / account holder | $121 | $135-10.4% | $3,380-96.4% | $170-28.4% |