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 9-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 | $2,124 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,778 | $82,978-11.1% | $129,995-43.2% | $71,457+3.2% |
| Participation rate | 91.2% | 74.1%+17.1pp | 78.5%+12.7pp | 67.9%+23.2pp |
| Annual return | 7.95% | 20.60%-12.6pp | -137.18%+145.1pp | 28.85%-20.9pp |
| Employer contribution / active EE | $2,948 | $2,622+12.4% | $4,320-31.8% | $2,588+13.9% |
| Participant deferral / active EE | $4,373 | $4,432-1.3% | $5,820-24.9% | $4,289+2.0% |
| Admin fee / account holder | $16 | $1,729-99.1% | $10,614-99.8% | $1,587-99.0% |