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 | $32,593 |
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 | $81,439 | $59,805+36.2% | $79,550+2.4% | $68,494+18.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.57% | -12.30%-5.3pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $642 | $1,505-57.3% | $2,413-73.4% | $2,596-75.3% |
| Participant deferral / active EE | $4,337 | $3,024+43.4% | $3,985+8.8% | $4,027+7.7% |
| Admin fee / account holder | $243 | $4,835-95.0% | $6,832-96.4% | $5,403-95.5% |