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 | $20,615 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,529 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,056 | $81,900-8.4% | $119,609-37.2% | $68,494+9.6% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -15.12% | -23.82%+8.7pp | -14.97%-0.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,381 | $2,693-48.7% | $4,232-67.4% | $2,596-46.8% |
| Participant deferral / active EE | $1,688 | $4,148-59.3% | $5,602-69.9% | $4,027-58.1% |
| Admin fee / account holder | $236 | $6,582-96.4% | $10,323-97.7% | $5,403-95.6% |