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 | $87,063 |
Filed as: ONEAMERICA INV ADVISORY SVCS LLC Service code 28 · EIN 81-3920167 | Investment Management | $11,543 |
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 | $84,404 | $91,372-7.6% | $129,995-35.1% | $74,419+13.4% |
| Participation rate | 96.0% | 77.8%+18.2pp | 78.5%+17.5pp | 70.7%+25.3pp |
| Annual return | 17.04% | 23.21%-6.2pp | -137.18%+154.2pp | 34.38%-17.3pp |
| Employer contribution / active EE | $895 | $2,563-65.1% | $4,320-79.3% | $2,637-66.1% |
| Participant deferral / active EE | $3,846 | $4,721-18.5% | $5,820-33.9% | $4,528-15.1% |
| Admin fee / account holder | $99 | $283-65.1% | $10,614-99.1% | $348-71.6% |