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 | $117,392 |
MATRIX TRUST COMPANY4 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 | $192,999 | $106,028+82.0% | $146,958+31.3% | $77,643+148.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.00% | 56.73%-44.7pp | 418.34%-406.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $9,315 | $4,063+129.3% | $4,933+88.8% | $2,726+241.7% |
| Participant deferral / active EE | $5,831 | $7,990-27.0% | $8,070-27.7% | $4,647+25.5% |
| Admin fee / account holder | $126 | $337-62.8% | $12,998-99.0% | $430-70.8% |