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 | $27,577 |
Service code 27 · EIN 33-0318667 | Advisory (Plan) | $7,940 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $174,940 | $113,016+54.8% | $103,476+69.1% | $74,495+134.8% |
| Participation rate | 52.7% | 80.8%-28.0pp | 80.5%-27.8pp | 67.2%-14.5pp |
| Annual return | 12.57% | 23.24%-10.7pp | 23.90%-11.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $5,278 | $4,881+8.1% | $4,672+13.0% | $2,623+101.2% |
| Participant deferral / active EE | $7,715 | $7,279+6.0% | $6,623+16.5% | $4,346+77.5% |
| Admin fee / account holder | $256 | $1,709-85.0% | $9,413-97.3% | $1,942-86.8% |