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 | $51,979 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,887 | $102,553+6.2% | $151,611-28.2% | $66,914+62.7% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.5%+6.9pp | 69.8%+24.6pp |
| Annual return | -17.49% | -10.82%-6.7pp | 3.33%-20.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,824 | $4,180-32.5% | $6,166-54.2% | $2,544+11.0% |
| Participant deferral / active EE | $7,708 | $6,641+16.1% | $8,363-7.8% | $4,237+81.9% |
| Admin fee / account holder | $191 | $630-69.7% | $11,616-98.4% | $593-67.8% |