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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $84,273 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,993 | $82,202+164.0% | $125,339+73.1% | $64,808+234.8% |
| Participation rate | 99.6% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | -16.27% | 3.48%-19.7pp | 572.05%-588.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $9,326 | $3,615+157.9% | $4,814+93.7% | $2,506+272.2% |
| Participant deferral / active EE | $12,037 | $7,175+67.8% | $7,446+61.6% | $4,310+179.3% |
| Admin fee / account holder | $145 | $163-11.1% | $10,010-98.6% | $188-22.8% |