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 | $76,254 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $14,000 |
MATRIX TRUST COMPANY4 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 | $67,994 | $185,342-63.3% | $111,297-38.9% | $86,799-21.7% |
| Participation rate | 99.1% | 81.0%+18.1pp | 77.3%+21.8pp | 72.3%+26.8pp |
| Annual return | 14.22% | 500.80%-486.6pp | 54.65%-40.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,515 | $2,246-32.5% | $2,731-44.5% | $2,405-37.0% |
| Participant deferral / active EE | $3,491 | $4,458-21.7% | $4,487-22.2% | $4,131-15.5% |
| Admin fee / account holder | $170 | $255-33.6% | $7,964-97.9% | $170+0.1% |