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 19 · EIN 46-5378846 | Securities Custodian | $7,684 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,271 | $56,503+215.5% | $70,092+154.3% | $64,808+175.1% |
| Participation rate | 91.4% | 70.5%+20.9pp | 70.5%+20.9pp | 71.5%+19.9pp |
| Annual return | -13.46% | -13.44%0pp | 190.73%-204.2pp | 32.82%-46.3pp |
| Employer contribution / active EE | $5,071 | $2,046+147.8% | $2,559+98.2% | $2,506+102.4% |
| Participant deferral / active EE | $6,553 | $3,389+93.4% | $3,849+70.3% | $4,310+52.0% |
| Admin fee / account holder | $21 | $160-86.8% | $6,267-99.7% | $188-88.7% |