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 | $120,016 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $8,217 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,199 | $45,959-60.4% | $91,220-80.0% | $77,904-76.6% |
| Participation rate | 73.8% | 66.3%+7.5pp | 73.2%+0.6pp | 73.7%+0.1pp |
| Annual return | -16.67% | -5.32%-11.4pp | 114.01%-130.7pp | 12.21%-28.9pp |
| Employer contribution / active EE | $1,392 | $1,451-4.1% | $2,850-51.2% | $2,848-51.1% |
| Participant deferral / active EE | $2,399 | $3,283-26.9% | $4,234-43.3% | $4,806-50.1% |
| Admin fee / account holder | $77 | $99-21.6% | $5,420-98.6% | $133-41.6% |