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 | $39,850 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMPANY N.A. 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 | $174,559 | $79,944+118.4% | $98,439+77.3% | $75,163+132.2% |
| Participation rate | 95.8% | 70.4%+25.5pp | 75.2%+20.7pp | 67.2%+28.6pp |
| Annual return | 15.38% | 19.75%-4.4pp | 21.16%-5.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,819 | $2,264+24.5% | $3,048-7.5% | $2,670+5.6% |
| Participant deferral / active EE | $8,574 | $3,752+128.5% | $4,738+81.0% | $4,125+107.8% |
| Admin fee / account holder | $297 | $6,840-95.7% | $8,948-96.7% | $5,651-94.7% |