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 | $51,991 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 46206 | Investment Management | $13,776 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $12,500 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 76-3182674 | 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 | $55,800 | $42,353+31.8% | $79,550-29.9% | $64,808-13.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -17.67% | -12.24%-5.4pp | 0.16%-17.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $868 | $1,181-26.5% | $2,413-64.0% | $2,506-65.4% |
| Participant deferral / active EE | $5,417 | $3,170+70.9% | $3,985+35.9% | $4,310+25.7% |
| Admin fee / account holder | $181 | $160+13.5% | $6,832-97.3% | $188-3.5% |