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 | $76,642 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 15 · EIN 72-1560834 | Recordkeeping | $41,121 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 years 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 | $52,366 | $99,078-47.1% | $96,544-45.8% | $74,419-29.6% |
| Participation rate | 94.2% | 80.7%+13.5pp | 76.0%+18.2pp | 70.7%+23.4pp |
| Annual return | 25.84% | 22.48%+3.4pp | 25.84%0pp | 34.38%-8.5pp |
| Employer contribution / active EE | $2,178 | $2,570-15.3% | $2,965-26.5% | $2,637-17.4% |
| Participant deferral / active EE | $4,080 | $4,933-17.3% | $4,851-15.9% | $4,528-9.9% |
| Admin fee / account holder | $202 | $225-10.1% | $8,252-97.6% | $348-41.9% |