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 | $114,172 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $7,472 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,065 | $52,090-53.8% | $95,745-74.9% | $80,160-70.0% |
| Participation rate | 80.3% | 67.0%+13.3pp | 72.3%+8.1pp | 72.9%+7.4pp |
| Annual return | 22.26% | 23.29%-1.0pp | 28.35%-6.1pp | 40.38%-18.1pp |
| Employer contribution / active EE | $1,383 | $1,548-10.7% | $2,835-51.2% | $2,978-53.6% |
| Participant deferral / active EE | $2,564 | $3,266-21.5% | $4,245-39.6% | $5,017-48.9% |
| Admin fee / account holder | $75 | $96-21.4% | $5,678-98.7% | $145-48.0% |