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 | $97,763 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Investment Management | $30,000 |
GEFFEN MESHER10+ years Filed as: GEFFEN MESHER & CO. PC Service code 10 · EIN 93-1042710 | Accounting | $28,925 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $362,263 | $101,724+256.1% | $164,813+119.8% | $80,856+348.0% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.6%+31.3pp |
| Annual return | 14.64% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,173 | $2,953-26.4% | $4,341-49.9% | $2,755-21.1% |
| Participant deferral / active EE | $12,768 | $4,477+185.2% | $6,031+111.7% | $4,296+197.2% |
| Admin fee / account holder | $1,103 | $8,227-86.6% | $12,690-91.3% | $6,918-84.0% |