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 | $34,161 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,220 | $80,724-32.8% | $103,333-47.5% | $74,495-27.2% |
| Participation rate | 97.6% | 65.7%+31.9pp | 74.5%+23.1pp | 67.2%+30.4pp |
| Annual return | 26.94% | 27.56%-0.6pp | 24.88%+2.1pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $494 | $3,157-84.4% | $3,868-87.2% | $2,623-81.2% |
| Participant deferral / active EE | $4,461 | $3,860+15.6% | $5,057-11.8% | $4,346+2.7% |
| Admin fee / account holder | $153 | $2,368-93.5% | $8,355-98.2% | $1,942-92.1% |