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 | $62,498 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $9,213 |
MATRIX TRUST COMPANY4 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 | $49,385 | $66,457-25.7% | $81,382-39.3% | $77,643-36.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 13.52% | 15.93%-2.4pp | 24.73%-11.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,550 | $2,159-28.2% | $2,463-37.1% | $2,726-43.1% |
| Participant deferral / active EE | $3,859 | $3,679+4.9% | $3,883-0.6% | $4,647-17.0% |
| Admin fee / account holder | $127 | $583-78.2% | $5,768-97.8% | $430-70.5% |