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 9-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 | $6,181 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,097 | $50,820-42.7% | $155,567-81.3% | $77,671-62.5% |
| Participation rate | 60.2% | 63.1%-2.9pp | 78.2%-18.0pp | 70.6%-10.4pp |
| Annual return | 12.97% | 34.85%-21.9pp | 64.74%-51.8pp | 31.21%-18.2pp |
| Employer contribution / active EE | $505 | $1,993-74.7% | $4,674-89.2% | $2,726-81.5% |
| Participant deferral / active EE | $1,941 | $2,823-31.2% | $5,628-65.5% | $4,648-58.2% |
| Admin fee / account holder | $17 | $436-96.1% | $15,916-99.9% | $430-96.1% |