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 | $19,662 |
MATRIX TRUST COMPANY2 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 | $139,016 | $49,451+181.1% | $79,550+74.8% | $66,914+107.8% |
| Participation rate | 78.6% | 61.3%+17.2pp | 69.5%+9.1pp | 69.8%+8.8pp |
| Annual return | -18.06% | 84.25%-102.3pp | 0.16%-18.2pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,783 | $1,266+119.9% | $2,413+15.3% | $2,544+9.4% |
| Participant deferral / active EE | $2,508 | $3,159-20.6% | $3,985-37.1% | $4,237-40.8% |
| Admin fee / account holder | $182 | $595-69.4% | $6,832-97.3% | $593-69.3% |