See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $20,760 |
Filed as: TUMWATER WEALTH MANAGEMENT Service code 27 101 S. CAPITOL BLVD. SUITE 1603 · BOISE, ID 83702 | Advisory (Plan) | $16,626 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,840 | $58,879+61.1% | $178,490-46.9% | $73,488+29.1% |
| Participation rate | 86.7% | 66.2%+20.4pp | 81.9%+4.7pp | 70.7%+16.0pp |
| Annual return | 12.55% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,085 | $2,236+37.9% | $5,011-38.4% | $2,270+35.9% |
| Participant deferral / active EE | $2,795 | $2,567+8.9% | $5,202-46.3% | $3,740-25.3% |
| Admin fee / account holder | $288 | $400-28.2% | $13,984-97.9% | $513-43.9% |