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 | $35,836 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $5,618 |
MATRIX TRUST COMPANY1 year 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 | $107,809 | $65,435+64.8% | $86,677+24.4% | $66,914+61.1% |
| Participation rate | 78.9% | 75.5%+3.4pp | 76.6%+2.3pp | 69.8%+9.1pp |
| Annual return | -15.05% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,468 | $2,153+14.6% | $2,836-13.0% | $2,544-3.0% |
| Participant deferral / active EE | $5,152 | $4,100+25.6% | $4,656+10.7% | $4,237+21.6% |
| Admin fee / account holder | $191 | $642-70.2% | $7,493-97.5% | $593-67.8% |