Filed December 5, 2023
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 | $286,186 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $25,000 |
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 | $48,396 | $48,698-0.6% | $93,606-48.3% | $199,593-75.8% |
| Participation rate | 95.5% | 63.5%+31.9pp | 68.7%+26.7pp | 72.0%+23.5pp |
| Annual return | 14.54% | 15.34%-0.8pp | 133.20%-118.7pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,585 | $1,135+39.7% | $2,420-34.5% | $3,034-47.8% |
| Participant deferral / active EE | $1,824 | $2,817-35.2% | $4,411-58.6% | $5,087-64.1% |
| Admin fee / account holder | $76 | $195-60.9% | $8,285-99.1% | $269-71.7% |