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 | $109,457 |
Filed as: ONEAMERICA INV ADVISORY SVCS LLC Service code 28 · EIN 81-3920167 | Investment Management | $25,446 |
MATRIX TRUST COMPANY4 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 | $91,865 | $89,436+2.7% | $164,813-44.3% | $77,643+18.3% |
| Participation rate | 93.3% | 78.6%+14.7pp | 78.6%+14.7pp | 70.6%+22.7pp |
| Annual return | 13.18% | 28.83%-15.6pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $884 | $2,569-65.6% | $4,341-79.6% | $2,726-67.6% |
| Participant deferral / active EE | $3,823 | $4,897-21.9% | $6,031-36.6% | $4,647-17.7% |
| Admin fee / account holder | $135 | $339-60.3% | $12,690-98.9% | $430-68.7% |