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 8-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 | $11,963 |
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 | $51,939 | $65,435-20.6% | $86,677-40.1% | $66,914-22.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.65% | -10.89%-1.8pp | 35.91%-48.6pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,041 | $2,153-51.6% | $2,836-63.3% | $2,544-59.1% |
| Participant deferral / active EE | $3,122 | $4,100-23.9% | $4,656-32.9% | $4,237-26.3% |
| Admin fee / account holder | $105 | $642-83.6% | $7,493-98.6% | $593-82.3% |