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 | $38,528 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $5,800 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,737 | $88,890+51.6% | $102,423+31.5% | $77,643+73.5% |
| Participation rate | 67.2% | 80.9%-13.7pp | 76.5%-9.3pp | 70.6%-3.4pp |
| Annual return | 13.67% | 24.98%-11.3pp | 29.32%-15.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,193 | $2,698-18.7% | $3,023-27.5% | $2,726-19.5% |
| Participant deferral / active EE | $4,214 | $5,145-18.1% | $5,053-16.6% | $4,647-9.3% |
| Admin fee / account holder | $221 | $235-6.3% | $9,451-97.7% | $430-48.8% |