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 | $21,991 |
MATRIX TRUST COMPANY3 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 | $88,120 | $54,701+61.1% | $86,188+2.2% | $71,457+23.3% |
| Participation rate | 91.6% | 60.1%+31.5pp | 69.0%+22.6pp | 67.9%+23.7pp |
| Annual return | 18.91% | 20.06%-1.2pp | 1168.45%-1149.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $552 | $1,265-56.3% | $2,380-76.8% | $2,588-78.6% |
| Participant deferral / active EE | $3,686 | $3,108+18.6% | $3,985-7.5% | $4,289-14.0% |
| Admin fee / account holder | $166 | $1,922-91.4% | $6,852-97.6% | $1,587-89.5% |