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 LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,419 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 76-3192674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,783 | $99,078-43.7% | $96,544-42.2% | $74,419-25.0% |
| Participation rate | 92.9% | 80.7%+12.3pp | 76.0%+17.0pp | 70.7%+22.2pp |
| Annual return | 16.74% | 22.48%-5.7pp | 25.84%-9.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,562 | $2,570-39.2% | $2,965-47.3% | $2,637-40.8% |
| Participant deferral / active EE | $4,189 | $4,933-15.1% | $4,851-13.6% | $4,528-7.5% |
| Admin fee / account holder | $117 | $225-47.9% | $8,252-98.6% | $348-66.3% |