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 | $43,095 |
JANKINS JABLONSKI LLC7+ years Service code 10 · EIN 46-4382120 | Accounting | $7,150 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,376 | $64,119-10.5% | $112,228-48.9% | $66,914-14.3% |
| Participation rate | 97.8% | 68.5%+29.3pp | 75.1%+22.7pp | 69.8%+28.0pp |
| Annual return | -15.97% | -13.81%-2.2pp | 27.45%-43.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $493 | $3,005-83.6% | $3,635-86.4% | $2,544-80.6% |
| Participant deferral / active EE | $5,639 | $3,693+52.7% | $4,728+19.3% | $4,237+33.1% |
| Admin fee / account holder | $289 | $625-53.8% | $6,410-95.5% | $593-51.3% |