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 | $37,479 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $32,111 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,975 | $130,194-4.8% | $169,993-27.1% | $71,457+73.5% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 17.86% | 20.37%-2.5pp | 53.37%-35.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,341 | $4,381-69.4% | $6,785-80.2% | $2,588-48.2% |
| Participant deferral / active EE | $8,424 | $6,923+21.7% | $10,408-19.1% | $4,289+96.4% |
| Admin fee / account holder | $281 | $966-70.9% | $12,815-97.8% | $1,587-82.3% |