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 | $40,635 |
MATRIX TRUST COMPANY2 years Service code 19 | 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 | $42,519 | $65,435-35.0% | $86,677-50.9% | $66,914-36.5% |
| Participation rate | 92.9% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.1pp |
| Annual return | -16.06% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,274 | $2,153-40.8% | $2,836-55.1% | $2,544-49.9% |
| Participant deferral / active EE | $2,208 | $4,100-46.2% | $4,656-52.6% | $4,237-47.9% |
| Admin fee / account holder | $216 | $642-66.3% | $7,493-97.1% | $593-63.6% |