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 4-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 | $74,824 |
TSG FINANCIAL1 year Service code 28 · EIN 22-3886929 | Investment Management | $53,182 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,699 | $88,982-65.5% | $102,438-70.0% | $77,671-60.5% |
| Participation rate | 93.9% | 80.9%+13.0pp | 76.5%+17.4pp | 70.6%+23.3pp |
| Annual return | 40.42% | 25.01%+15.4pp | 29.37%+11.1pp | 31.21%+9.2pp |
| Employer contribution / active EE | $1,322 | $2,698-51.0% | $3,024-56.3% | $2,726-51.5% |
| Participant deferral / active EE | $3,744 | $5,144-27.2% | $5,054-25.9% | $4,648-19.5% |
| Admin fee / account holder | $138 | $236-41.4% | $9,448-98.5% | $430-68.0% |