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 | $95,594 |
RAYMOND JAMES FINANCIAL SERVICES6+ 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, LLP6+ years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $16,900 |
MATRIX TRUST COMPANY6+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY5 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 | $21,539 | $30,086-28.4% | $61,373-64.9% | $64,808-66.8% |
| Participation rate | 97.0% | 36.4%+60.6pp | 52.6%+44.4pp | 71.5%+25.5pp |
| Annual return | -16.81% | -13.99%-2.8pp | 338.61%-355.4pp | 32.82%-49.6pp |
| Employer contribution / active EE | $274 | $536-49.0% | $1,159-76.4% | $2,506-89.1% |
| Participant deferral / active EE | $2,378 | $1,126+111.2% | $2,125+11.9% | $4,310-44.8% |
| Admin fee / account holder | $116 | $148-21.8% | $2,130-94.6% | $188-38.3% |