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 CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $356,864 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2740599 P.O. BOX 2016 · LAKEWOOD, NJ 08701 | Advisory (Plan) | $54,231 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $14,999 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,315 |
MATRIX TRUST COMPANY4 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 | $100,316 | $58,644+71.1% | $177,989-43.6% | $199,593-49.7% |
| Participation rate | 99.4% | 65.5%+33.9pp | 77.1%+22.3pp | 72.0%+27.4pp |
| Annual return | 15.12% | 19.25%-4.1pp | 294.48%-279.4pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,813 | $1,801+56.2% | $3,949-28.8% | $3,034-7.3% |
| Participant deferral / active EE | $8,014 | $4,248+88.7% | $6,276+27.7% | $5,087+57.5% |
| Admin fee / account holder | $90 | $145-38.2% | $10,363-99.1% | $269-66.6% |