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 | $187,390 |
Service code 50 · EIN 39-1859759 | Direct Payment | $45,793 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant 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 | $68,062 | $104,631-34.9% | $98,439-30.9% | $80,160-15.1% |
| Participation rate | 97.4% | 87.5%+9.8pp | 75.2%+22.2pp | 72.9%+24.5pp |
| Annual return | 17.23% | 34.72%-17.5pp | 21.16%-3.9pp | 40.38%-23.2pp |
| Employer contribution / active EE | $728 | $4,517-83.9% | $3,048-76.1% | $2,978-75.6% |
| Participant deferral / active EE | $6,465 | $6,545-1.2% | $4,738+36.5% | $5,017+28.9% |
| Admin fee / account holder | $102 | $105-2.4% | $8,948-98.9% | $145-29.4% |