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 | $61,909 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | 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 | $92,933 | $99,078-6.2% | $96,544-3.7% | $74,419+24.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 66.58% | 22.48%+44.1pp | 25.84%+40.7pp | 34.38%+32.2pp |
| Employer contribution / active EE | $1,106 | $2,570-57.0% | $2,965-62.7% | $2,637-58.1% |
| Participant deferral / active EE | $3,845 | $4,933-22.1% | $4,851-20.7% | $4,528-15.1% |
| Admin fee / account holder | $115 | $225-48.9% | $8,252-98.6% | $348-67.0% |