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 | $212,310 |
Service code 50 · EIN 39-1859759 | Direct Payment | $46,329 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,657 | $136,266-56.2% | $90,749-34.3% | $77,904-23.4% |
| Participation rate | 97.9% | 86.6%+11.3pp | 75.7%+22.2pp | 73.7%+24.2pp |
| Annual return | -13.70% | -11.32%-2.4pp | -12.16%-1.5pp | 12.21%-25.9pp |
| Employer contribution / active EE | $703 | $4,215-83.3% | $2,921-75.9% | $2,848-75.3% |
| Participant deferral / active EE | $6,104 | $6,353-3.9% | $4,564+33.7% | $4,806+27.0% |
| Admin fee / account holder | $119 | $399-70.3% | $8,445-98.6% | $133-10.6% |