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 | $132,807 |
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 | $72,559 | $71,142+2.0% | $119,609-39.3% | $64,808+12.0% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.3%+20.3pp | 71.5%+28.1pp |
| Annual return | -16.56% | -10.01%-6.6pp | -14.97%-1.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,056 | $2,497-57.7% | $4,232-75.1% | $2,506-57.9% |
| Participant deferral / active EE | $3,960 | $4,490-11.8% | $5,602-29.3% | $4,310-8.1% |
| Admin fee / account holder | $136 | $162-16.4% | $10,323-98.7% | $188-27.8% |