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 | $27,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,194 | $76,050-32.7% | $96,544-47.0% | $71,457-28.4% |
| Participation rate | 94.9% | 74.4%+20.5pp | 76.0%+18.9pp | 67.9%+27.0pp |
| Annual return | 16.64% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,452 | $2,244-35.3% | $2,965-51.0% | $2,588-43.9% |
| Participant deferral / active EE | $2,390 | $4,215-43.3% | $4,851-50.7% | $4,289-44.3% |
| Admin fee / account holder | $194 | $2,707-92.8% | $8,252-97.7% | $1,587-87.8% |