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 | $12,606 |
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 | $68,061 | $79,171-14.0% | $102,423-33.5% | $74,495-8.6% |
| Participation rate | 57.6% | 74.8%-17.2pp | 76.5%-18.8pp | 67.2%-9.6pp |
| Annual return | 13.05% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $759 | $2,362-67.9% | $3,023-74.9% | $2,623-71.1% |
| Participant deferral / active EE | $2,399 | $4,415-45.7% | $5,053-52.5% | $4,346-44.8% |
| Admin fee / account holder | $114 | $2,001-94.3% | $9,451-98.8% | $1,942-94.2% |