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 | $36,710 |
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 | $124,939 | $76,050+64.3% | $96,544+29.4% | $71,457+74.8% |
| Participation rate | 73.0% | 74.4%-1.4pp | 76.0%-2.9pp | 67.9%+5.1pp |
| Annual return | 16.80% | 22.81%-6.0pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,391 | $2,244+6.5% | $2,965-19.4% | $2,588-7.6% |
| Participant deferral / active EE | $4,537 | $4,215+7.6% | $4,851-6.5% | $4,289+5.8% |
| Admin fee / account holder | $194 | $2,707-92.8% | $8,252-97.6% | $1,587-87.7% |