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 | $76,281 |
Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $14,000 |
MATRIX TRUST COMPANY6 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 | $57,453 | $99,078-42.0% | $96,544-40.5% | $74,419-22.8% |
| Participation rate | 98.6% | 80.7%+18.0pp | 76.0%+22.7pp | 70.7%+27.9pp |
| Annual return | 15.42% | 22.48%-7.1pp | 25.84%-10.4pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,742 | $2,570-32.2% | $2,965-41.2% | $2,637-33.9% |
| Participant deferral / active EE | $3,698 | $4,933-25.0% | $4,851-23.8% | $4,528-18.3% |
| Admin fee / account holder | $152 | $225-32.3% | $8,252-98.2% | $348-56.3% |