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 | $97,243 |
MATRIX TRUST COMPANY4 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 | $145,794 | $55,416+163.1% | $75,972+91.9% | $77,643+87.8% |
| Participation rate | 82.3% | 63.6%+18.7pp | 69.1%+13.2pp | 70.6%+11.7pp |
| Annual return | 17.90% | 17.07%+0.8pp | 359.55%-341.6pp | 31.24%-13.3pp |
| Employer contribution / active EE | $3,298 | $1,788+84.5% | $2,685+22.8% | $2,726+21.0% |
| Participant deferral / active EE | $3,797 | $3,447+10.1% | $4,255-10.8% | $4,647-18.3% |
| Admin fee / account holder | $132 | $414-68.0% | $6,467-98.0% | $430-69.2% |