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 LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $251,469 |
WEALTHPLAN ADVISORS LLC8+ years Filed as: WEALTHPLAN ADVISORS Service code 27 7272 E INDIAN SCHOOL RD, SUITE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $45,000 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $11,250 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,459 | $42,504+103.4% | $159,960-45.9% | $77,904+11.0% |
| Participation rate | 99.6% | 66.9%+32.7pp | 78.0%+21.7pp | 73.7%+26.0pp |
| Annual return | -17.46% | -12.43%-5.0pp | 408.60%-426.1pp | 12.21%-29.7pp |
| Employer contribution / active EE | $2,449 | $1,684+45.5% | $4,226-42.0% | $2,848-14.0% |
| Participant deferral / active EE | $7,031 | $3,919+79.4% | $6,182+13.7% | $4,806+46.3% |
| Admin fee / account holder | $105 | $98+7.2% | $8,698-98.8% | $133-21.1% |