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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $26,809 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $11,000 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,578 | $70,879-20.2% | $189,557-70.2% | $79,386-28.7% |
| Participation rate | 88.6% | 68.0%+20.7pp | 78.4%+10.2pp | 70.7%+17.9pp |
| Annual return | 14.09% | 20.70%-6.6pp | 64.17%-50.1pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,402 | $1,806+33.0% | $4,412-45.6% | $2,427-1.0% |
| Participant deferral / active EE | $4,815 | $4,081+18.0% | $6,174-22.0% | $4,046+19.0% |
| Admin fee / account holder | $140 | $647-78.4% | $9,807-98.6% | $626-77.6% |