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 | $18,338 |
MATRIX TRUST COMPANY2 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 | $98,787 | $80,968+22.0% | $96,544+2.3% | $75,163+31.4% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+23.0pp | 67.2%+31.7pp |
| Annual return | 17.27% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,451 | $2,282+51.3% | $2,965+16.4% | $2,670+29.3% |
| Participant deferral / active EE | $2,319 | $3,928-41.0% | $4,851-52.2% | $4,125-43.8% |
| Admin fee / account holder | $163 | $6,724-97.6% | $8,252-98.0% | $5,651-97.1% |