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 | $44,762 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,801 | $65,435+115.2% | $86,677+62.4% | $66,914+110.4% |
| Participation rate | 98.4% | 75.5%+22.9pp | 76.6%+21.8pp | 69.8%+28.6pp |
| Annual return | -16.66% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $6,466 | $2,153+200.3% | $2,836+128.0% | $2,544+154.2% |
| Participant deferral / active EE | $7,917 | $4,100+93.1% | $4,656+70.0% | $4,237+86.9% |
| Admin fee / account holder | $296 | $642-53.8% | $7,493-96.0% | $593-50.0% |