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 | $30,666 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,861 | $30,086+168.8% | $61,373+31.8% | $64,808+24.8% |
| Participation rate | 20.2% | 36.4%-16.2pp | 52.6%-32.4pp | 71.5%-51.3pp |
| Annual return | -16.13% | -13.99%-2.1pp | 338.61%-354.7pp | 32.82%-49.0pp |
| Employer contribution / active EE | $555 | $536+3.5% | $1,159-52.1% | $2,506-77.8% |
| Participant deferral / active EE | $1,088 | $1,126-3.4% | $2,125-48.8% | $4,310-74.8% |
| Admin fee / account holder | $374 | $148+152.5% | $2,130-82.4% | $188+99.1% |