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 Service code 15 · EIN 46-5378846 | Recordkeeping | $34,738 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. Service code 27 202 S. COLLEGE AVENUE · BLOOMINGTON, IN 47404 | Advisory (Plan) | $33,242 |
MATRIX TRUST COMPANY3+ years Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Custo... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,118 | $29,369+63.8% | $77,482-37.9% | $73,409-34.5% |
| Participation rate | 62.0% | 37.9%+24.0pp | 54.2%+7.8pp | 72.2%-10.2pp |
| Annual return | 9.97% | 358.15%-348.2pp | 54.79%-44.8pp | 59.29%-49.3pp |
| Employer contribution / active EE | $258 | $406-36.5% | $986-73.9% | $2,234-88.5% |
| Participant deferral / active EE | $1,122 | $941+19.2% | $1,861-39.7% | $3,805-70.5% |
| Admin fee / account holder | $201 | $123+63.9% | $2,858-93.0% | $158+27.4% |