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 | $33,952 |
MATRIX TRUST COMPANY3 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 | $147,404 | $76,050+93.8% | $96,544+52.7% | $71,457+106.3% |
| Participation rate | 96.0% | 74.4%+21.6pp | 76.0%+20.0pp | 67.9%+28.0pp |
| Annual return | 17.32% | 22.81%-5.5pp | 25.84%-8.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,718 | $2,244+110.2% | $2,965+59.1% | $2,588+82.3% |
| Participant deferral / active EE | $9,027 | $4,215+114.2% | $4,851+86.1% | $4,289+110.5% |
| Admin fee / account holder | $234 | $2,707-91.4% | $8,252-97.2% | $1,587-85.3% |