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 | $78,207 |
Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $7,000 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $7,000 |
MATRIX TRUST COMPANY5 years Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,841 | $72,254-21.3% | $86,677-34.4% | $64,808-12.3% |
| Participation rate | 99.6% | 80.4%+19.2pp | 76.6%+23.0pp | 71.5%+28.1pp |
| Annual return | -14.89% | 392.42%-407.3pp | 35.91%-50.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,673 | $2,393-30.1% | $2,836-41.0% | $2,506-33.2% |
| Participant deferral / active EE | $3,722 | $4,658-20.1% | $4,656-20.0% | $4,310-13.6% |
| Admin fee / account holder | $166 | $174-4.6% | $7,493-97.8% | $188-11.6% |