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 | $9,810 |
MATRIX TRUST COMPANY2 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 | $60,782 | $76,050-20.1% | $96,544-37.0% | $71,457-14.9% |
| Participation rate | 61.8% | 74.4%-12.6pp | 76.0%-14.2pp | 67.9%-6.1pp |
| Annual return | 15.48% | 22.81%-7.3pp | 25.84%-10.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $760 | $2,244-66.1% | $2,965-74.4% | $2,588-70.6% |
| Participant deferral / active EE | $2,269 | $4,215-46.2% | $4,851-53.2% | $4,289-47.1% |
| Admin fee / account holder | $89 | $2,707-96.7% | $8,252-98.9% | $1,587-94.4% |