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 | $32,906 |
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 | $123,799 | $130,194-4.9% | $169,993-27.2% | $71,457+73.2% |
| Participation rate | 90.0% | 86.1%+3.8pp | 87.0%+3.0pp | 67.9%+22.0pp |
| Annual return | 21.54% | 20.37%+1.2pp | 53.37%-31.8pp | 28.85%-7.3pp |
| Employer contribution / active EE | $3,411 | $4,381-22.2% | $6,785-49.7% | $2,588+31.8% |
| Participant deferral / active EE | $7,701 | $6,923+11.2% | $10,408-26.0% | $4,289+79.5% |
| Admin fee / account holder | $130 | $966-86.5% | $12,815-99.0% | $1,587-91.8% |