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 | $111,968 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,420 | $49,693+164.5% | $70,515+86.4% | $74,419+76.6% |
| Participation rate | 83.1% | 64.7%+18.4pp | 68.3%+14.7pp | 70.7%+12.3pp |
| Annual return | 9.44% | 21.22%-11.8pp | 32.77%-23.3pp | 34.38%-24.9pp |
| Employer contribution / active EE | $3,234 | $1,773+82.4% | $2,973+8.8% | $2,637+22.6% |
| Participant deferral / active EE | $3,683 | $3,376+9.1% | $4,567-19.4% | $4,528-18.7% |
| Admin fee / account holder | $150 | $316-52.4% | $6,412-97.7% | $348-56.8% |