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 | $69,177 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 15 · EIN 72-1560834 | Recordkeeping | $28,406 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; F... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $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 | $46,510 | $72,254-35.6% | $86,677-46.3% | $64,808-28.2% |
| Participation rate | 94.6% | 80.4%+14.1pp | 76.6%+18.0pp | 71.5%+23.1pp |
| Annual return | -11.31% | 392.42%-403.7pp | 35.91%-47.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $2,191 | $2,393-8.4% | $2,836-22.8% | $2,506-12.6% |
| Participant deferral / active EE | $4,176 | $4,658-10.3% | $4,656-10.3% | $4,310-3.1% |
| Admin fee / account holder | $197 | $174+13.4% | $7,493-97.4% | $188+5.0% |