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 | $60,694 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,694 | $99,078-37.7% | $96,544-36.1% | $74,419-17.1% |
| Participation rate | 95.9% | 80.7%+15.2pp | 76.0%+19.9pp | 70.7%+25.2pp |
| Annual return | 22.25% | 22.48%-0.2pp | 25.84%-3.6pp | 34.38%-12.1pp |
| Employer contribution / active EE | $1,692 | $2,570-34.2% | $2,965-42.9% | $2,637-35.8% |
| Participant deferral / active EE | $5,160 | $4,933+4.6% | $4,851+6.4% | $4,528+14.0% |
| Admin fee / account holder | $90 | $225-59.8% | $8,252-98.9% | $348-74.0% |