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 | $183,274 |
Service code 28 · EIN 26-0058143 | Investment Management | $24,946 |
MATRIX TRUST COMPANY2 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 | $150,378 | $72,254+108.1% | $86,677+73.5% | $64,808+132.0% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.6%+18.2pp | 71.5%+23.3pp |
| Annual return | -7.17% | 392.42%-399.6pp | 35.91%-43.1pp | 32.82%-40.0pp |
| Employer contribution / active EE | $5,755 | $2,393+140.5% | $2,836+102.9% | $2,506+129.7% |
| Participant deferral / active EE | $7,912 | $4,658+69.9% | $4,656+69.9% | $4,310+83.6% |
| Admin fee / account holder | $188 | $174+8.4% | $7,493-97.5% | $188+0.3% |