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 | $27,247 |
WIPFLI LLP5 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $6,000 |
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 | $86,951 | $49,451+75.8% | $79,550+9.3% | $66,914+29.9% |
| Participation rate | 84.6% | 61.3%+23.3pp | 69.5%+15.1pp | 69.8%+14.8pp |
| Annual return | -15.67% | 84.25%-99.9pp | 0.16%-15.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,923 | $1,266+52.0% | $2,413-20.3% | $2,544-24.4% |
| Participant deferral / active EE | $3,998 | $3,159+26.6% | $3,985+0.3% | $4,237-5.6% |
| Admin fee / account holder | $232 | $595-60.9% | $6,832-96.6% | $593-60.8% |