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 | $163,753 |
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 | $177,324 | $82,202+115.7% | $125,339+41.5% | $64,808+173.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.94% | 3.48%-19.4pp | 572.05%-588.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $8,738 | $3,615+141.7% | $4,814+81.5% | $2,506+248.7% |
| Participant deferral / active EE | $5,845 | $7,175-18.5% | $7,446-21.5% | $4,310+35.6% |
| Admin fee / account holder | $199 | $163+21.9% | $10,010-98.0% | $188+6.0% |