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 | $275,918 |
WEALTHPLAN ADVISORS LLC9+ years Filed as: WEALTHPLAN ADVISORS Service code 27 7272 E INDIAN SCHOOL RD, SUITE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $75,000 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $11,650 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,283 | $50,574+68.6% | $169,368-49.6% | $80,160+6.4% |
| Participation rate | 98.9% | 67.8%+31.1pp | 77.1%+21.7pp | 72.9%+25.9pp |
| Annual return | 56.44% | 22.92%+33.5pp | 405.60%-349.2pp | 40.38%+16.1pp |
| Employer contribution / active EE | $1,931 | $1,693+14.0% | $4,013-51.9% | $2,978-35.2% |
| Participant deferral / active EE | $5,728 | $4,164+37.6% | $6,221-7.9% | $5,017+14.2% |
| Admin fee / account holder | $74 | $107-30.5% | $9,003-99.2% | $145-48.8% |