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 Service code 15 · EIN 46-5378846 | Recordkeeping | $75,555 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $14,000 |
MATRIX TRUST COMPANY3 years Service code 49 | Other Services | $0 |
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 | $64,579 | $79,519-18.8% | $95,952-32.7% | $73,409-12.0% |
| Participation rate | 98.9% | 81.2%+17.7pp | 77.1%+21.8pp | 72.2%+26.7pp |
| Annual return | 14.03% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,519 | $2,048-25.8% | $2,541-40.2% | $2,234-32.0% |
| Participant deferral / active EE | $3,324 | $4,138-19.7% | $4,167-20.2% | $3,805-12.7% |
| Admin fee / account holder | $173 | $184-6.2% | $6,795-97.5% | $158+9.5% |