Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,940 | $112,750+55.2% | $103,464+69.1% | $74,546+134.7% |
| Participation rate | 52.7% | 80.9%-28.1pp | 80.5%-27.8pp | 67.2%-14.5pp |
| Annual return | 12.57% | 23.22%-10.6pp | 23.91%-11.3pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $5,278 | $4,880+8.2% | $4,677+12.9% | $2,624+101.1% |
| Participant deferral / active EE | $7,715 | $7,289+5.8% | $6,624+16.5% | $4,347+77.5% |
| Admin fee / account holder | $256 | $1,702-85.0% | $9,410-97.3% | $1,944-86.9% |