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 10-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 | $139,400 |
Filed as: BLUE WATER ADVISORS Service code 26 133 EAST MAIN STREET · BABYLON, NY 11702 | Advisory (Participants) | $30,638 |
QCI ASSET MANAGEMENT9+ years Service code 26 40A GROVE STREET · PITTSFORD, NY 14534 | Advisory (Participants) | $17,428 |
MATRIX TRUST COMPANY9+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $14,557 |
E CRAIG YOUNG3 years Filed as: CRAIG CAIRNS HOWE & RUSLING Service code 26 120 EAST AVENUE · ROCHESTER, NY 14604 | Advisory (Participants) | $8,409 |
COBBLESTONE CAPITAL ADVISORS5 years Service code 26 · EIN 16-1543732 | Advisory (Participants) | $4,017 |
MATRIX TRUST COMPANY8 years Service code 62 | Float revenue; Soft dollars commissions | $0 |
TD AMERITRADE, INC.9+ years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,900 | $95,274+209.5% | $135,903+117.0% | $74,419+296.3% |
| Participation rate | 99.1% | 78.2%+20.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 17.05% | 32.77%-15.7pp | 68.23%-51.2pp | 34.38%-17.3pp |
| Employer contribution / active EE | $13,334 | $3,874+244.2% | $4,856+174.6% | $2,637+405.6% |
| Participant deferral / active EE | $11,043 | $7,782+41.9% | $7,758+42.4% | $4,528+143.9% |
| Admin fee / account holder | $321 | $266+20.8% | $10,762-97.0% | $348-7.6% |