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 |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,119 | $72,607+186.6% | $90,749+129.3% | $66,914+211.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | 4.58% | -12.28%+16.9pp | -12.16%+16.7pp | 1.58%+3.0pp |
| Employer contribution / active EE | $18,446 | $2,369+678.7% | $2,921+531.5% | $2,544+625.0% |
| Participant deferral / active EE | $2,172 | $3,977-45.4% | $4,564-52.4% | $4,237-48.7% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |