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 | $2,600 |
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 | $93,989 | $88,083+6.7% | $164,813-43.0% | $74,495+26.2% |
| Participation rate | 97.3% | 73.0%+24.3pp | 78.6%+18.7pp | 67.2%+30.1pp |
| Annual return | 32.30% | 17.26%+15.0pp | 69.93%-37.6pp | 1364.94%-1332.6pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,511 | $4,498+0.3% | $6,031-25.2% | $4,346+3.8% |
| Admin fee / account holder | $18 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |