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 | $40,173 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & CO. Service code 27 202 S. COLLEGE AVENUE · BLOOMINGTON, IN 47404 | Advisory (Plan) | $27,225 |
MATRIX TRUST COMPANY6+ years Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Inves... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,271 | $26,114+12.1% | $58,482-49.9% | $74,419-60.7% |
| Participation rate | 78.3% | 32.1%+46.2pp | 50.9%+27.5pp | 70.7%+7.6pp |
| Annual return | 12.41% | 32.51%-20.1pp | 4239.32%-4226.9pp | 34.38%-22.0pp |
| Employer contribution / active EE | $898 | $536+67.7% | $1,053-14.7% | $2,637-65.9% |
| Participant deferral / active EE | $2,199 | $1,075+104.6% | $1,924+14.3% | $4,528-51.4% |
| Admin fee / account holder | $128 | $649-80.2% | $2,516-94.9% | $348-63.1% |