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.3 years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $23,561 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $20,913 |
MATRIX TRUST COMPANY8 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Cu... | $0 |
MATRIX TRUST COMPANY7 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 | $56,030 | $65,390-14.3% | $169,368-66.9% | $71,457-21.6% |
| Participation rate | 89.0% | 67.0%+22.1pp | 77.1%+11.9pp | 67.9%+21.1pp |
| Annual return | 18.08% | 21.31%-3.2pp | 405.60%-387.5pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,423 | $2,079+16.6% | $4,013-39.6% | $2,588-6.4% |
| Participant deferral / active EE | $4,859 | $4,367+11.3% | $6,221-21.9% | $4,289+13.3% |
| Admin fee / account holder | $168 | $1,324-87.3% | $9,003-98.1% | $1,587-89.4% |