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 | $67,552 |
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 | $52,070 | $72,254-27.9% | $86,677-39.9% | $64,808-19.7% |
| Participation rate | 91.9% | 80.4%+11.5pp | 76.6%+15.3pp | 71.5%+20.4pp |
| Annual return | -17.22% | 392.42%-409.6pp | 35.91%-53.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,534 | $2,393-35.9% | $2,836-45.9% | $2,506-38.8% |
| Participant deferral / active EE | $4,850 | $4,658+4.1% | $4,656+4.2% | $4,310+12.5% |
| Admin fee / account holder | $106 | $174-39.1% | $7,493-98.6% | $188-43.6% |