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 |
|---|---|---|
VIOLICH CAPITAL MANAGEMENT10+ years Service code 26 · EIN 94-2412203 | Advisory (Participants) | $22,201 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $20,300 |
PITTENGER ANDERSON, INC.5 years Service code 26 · EIN 46-5378846 533 SOUTH 27TH STREET SUITE 201 · LINCOLN, NE 68512 | Advisory (Participants) | $5,632 |
MATRIX TRUST COMPANY8 years Filed as: MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $511,402 | $122,186+318.5% | $146,958+248.0% | $199,593+156.2% |
| Participation rate | 96.7% | 78.3%+18.5pp | 82.2%+14.6pp | 72.0%+24.8pp |
| Annual return | 17.66% | 30.56%-12.9pp | 418.34%-400.7pp | 34.25%-16.6pp |
| Employer contribution / active EE | $9,735 | $4,093+137.8% | $4,933+97.3% | $3,034+220.8% |
| Participant deferral / active EE | $17,618 | $8,502+107.2% | $8,070+118.3% | $5,087+246.4% |
| Admin fee / account holder | $25 | $179-85.9% | $12,998-99.8% | $269-90.6% |