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 | $19,710 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,903 | $69,823-74.4% | $77,163-76.8% | $74,419-75.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 16.90% | 19.98%-3.1pp | 37.87%-21.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $488 | $2,150-77.3% | $2,535-80.7% | $2,637-81.5% |
| Participant deferral / active EE | $2,689 | $3,558-24.4% | $3,833-29.9% | $4,528-40.6% |
| Admin fee / account holder | $59 | $398-85.2% | $5,472-98.9% | $348-83.1% |