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 | $101,168 |
PKF O'CONNOR DAVIES, LLP7+ years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $10,080 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $10,000 |
MATRIX TRUST COMPANY7+ years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; D... | $0 |
MATRIX TRUST COMPANY6 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 | $25,843 | $30,147-14.3% | $58,482-55.8% | $80,160-67.8% |
| Participation rate | 93.9% | 34.4%+59.5pp | 50.9%+43.1pp | 72.9%+21.0pp |
| Annual return | 18.64% | 21.97%-3.3pp | 4239.32%-4220.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $415 | $528-21.4% | $1,053-60.6% | $2,978-86.1% |
| Participant deferral / active EE | $2,745 | $1,249+119.8% | $1,924+42.7% | $5,017-45.3% |
| Admin fee / account holder | $103 | $195-46.8% | $2,516-95.9% | $145-28.6% |