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 | $5,040 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,158 | $104,317+48.7% | $159,436-2.7% | $86,799+78.8% |
| Participation rate | 97.8% | 77.7%+20.0pp | 82.8%+14.9pp | 72.3%+25.5pp |
| Annual return | 14.78% | 26.32%-11.5pp | 263.57%-248.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,858 | $3,451-17.2% | $4,829-40.8% | $2,405+18.8% |
| Participant deferral / active EE | $9,862 | $6,837+44.2% | $7,352+34.1% | $4,131+138.7% |
| Admin fee / account holder | $10 | $172-94.4% | $10,799-99.9% | $170-94.3% |