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 | $79,153 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 15 · EIN 72-1560834 | Recordkeeping | $55,195 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Float revenue; Trustee (directed); Cu... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,219 | $98,727-36.0% | $113,168-44.1% | $85,563-26.1% |
| Participation rate | 98.0% | 80.8%+17.1pp | 76.6%+21.4pp | 66.0%+32.0pp |
| Annual return | 19.96% | 17.43%+2.5pp | 24.27%-4.3pp | 31.51%-11.5pp |
| Employer contribution / active EE | $2,345 | $2,907-19.3% | $2,975-21.2% | $2,654-11.6% |
| Participant deferral / active EE | $4,595 | $5,424-15.3% | $5,107-10.0% | $4,375+5.0% |
| Admin fee / account holder | $190 | $357-46.7% | $12,068-98.4% | $834-77.2% |