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 7-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 | $107,251 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS Service code 28 · EIN 26-0058143 | Investment Management | $35,614 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $29,391 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,120 | $48,669-42.2% | $93,654-70.0% | $199,768-85.9% |
| Participation rate | 89.7% | 63.7%+26.1pp | 68.7%+21.0pp | 72.0%+17.7pp |
| Annual return | 12.38% | 15.38%-3.0pp | 133.34%-121.0pp | 34.26%-21.9pp |
| Employer contribution / active EE | $0 | $1,137-100.0% | $2,421-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $912 | $2,823-67.7% | $4,413-79.3% | $5,090-82.1% |
| Admin fee / account holder | $123 | $195-36.7% | $8,282-98.5% | $269-54.1% |