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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $347,715 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2740599 | Advisory (Plan) | $45,000 |
CLIFTONLARSONALLEN LLP11+ years Service code 10 · EIN 41-0746749 | Accounting | $14,501 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,520 | $83,158+40.1% | $167,512-30.4% | $102,872+13.3% |
| Participation rate | 99.9% | 70.1%+29.8pp | 77.1%+22.8pp | 73.0%+26.8pp |
| Annual return | 15.78% | 21.37%-5.6pp | 1615.79%-1600.0pp | 19.06%-3.3pp |
| Employer contribution / active EE | $2,936 | $2,233+31.5% | $3,882-24.4% | $3,526-16.7% |
| Participant deferral / active EE | $8,618 | $5,132+67.9% | $6,405+34.6% | $5,535+55.7% |
| Admin fee / account holder | $87 | $109-20.4% | $9,769-99.1% | $292-70.3% |