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 | $64,126 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $8,081 |
MATRIX TRUST COMPANY5 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 | $50,437 | $117,025-56.9% | $91,541-44.9% | $85,563-41.1% |
| Participation rate | 91.0% | 64.2%+26.8pp | 69.8%+21.3pp | 66.0%+25.1pp |
| Annual return | 14.57% | 18.02%-3.5pp | 20.50%-5.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,120-100.0% | $2,505-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,543 | $3,446+2.8% | $4,008-11.6% | $4,375-19.0% |
| Admin fee / account holder | $123 | $1,242-90.1% | $6,956-98.2% | $834-85.2% |