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 | $6,982 |
MATRIX TRUST COMPANY3 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 | $229,968 | $69,823+229.4% | $77,163+198.0% | $74,419+209.0% |
| Participation rate | 79.5% | 70.0%+9.5pp | 69.6%+9.9pp | 70.7%+8.8pp |
| Annual return | 14.46% | 19.98%-5.5pp | 37.87%-23.4pp | 34.38%-19.9pp |
| Employer contribution / active EE | $5,309 | $2,150+146.9% | $2,535+109.4% | $2,637+101.3% |
| Participant deferral / active EE | $6,875 | $3,558+93.2% | $3,833+79.3% | $4,528+51.8% |
| Admin fee / account holder | $22 | $398-94.5% | $5,472-99.6% | $348-93.7% |