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 | $15,753 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $12,000 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,767 | $54,701+62.3% | $86,188+3.0% | $71,457+24.2% |
| Participation rate | 86.2% | 60.1%+26.0pp | 69.0%+17.2pp | 67.9%+18.2pp |
| Annual return | 16.75% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,928 | $1,265+52.4% | $2,380-19.0% | $2,588-25.5% |
| Participant deferral / active EE | $4,711 | $3,108+51.6% | $3,985+18.2% | $4,289+9.9% |
| Admin fee / account holder | $199 | $1,922-89.6% | $6,852-97.1% | $1,587-87.5% |