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 | $114,647 |
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 | $126,997 | $44,764+183.7% | $68,791+84.6% | $64,808+96.0% |
| Participation rate | 82.9% | 64.8%+18.1pp | 69.0%+13.9pp | 71.5%+11.4pp |
| Annual return | -12.81% | -10.91%-1.9pp | -6.38%-6.4pp | 32.82%-45.6pp |
| Employer contribution / active EE | $3,312 | $1,775+86.6% | $2,655+24.7% | $2,506+32.2% |
| Participant deferral / active EE | $3,799 | $3,238+17.3% | $3,941-3.6% | $4,310-11.9% |
| Admin fee / account holder | $154 | $151+1.8% | $4,932-96.9% | $188-17.9% |