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 | $70,206 |
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).
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 | $40,970 | $81,908-50.0% | $90,749-54.9% | $64,808-36.8% |
| Participation rate | 90.6% | 80.5%+10.1pp | 75.7%+14.9pp | 71.5%+19.1pp |
| Annual return | -16.90% | -12.53%-4.4pp | -12.16%-4.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,144 | $3,065-30.1% | $2,921-26.6% | $2,506-14.4% |
| Participant deferral / active EE | $3,667 | $4,840-24.2% | $4,564-19.7% | $4,310-14.9% |
| Admin fee / account holder | $169 | $157+7.4% | $8,445-98.0% | $188-10.1% |