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 | $26,137 |
FINANCIAL CONCEPTS, INC.8+ years Service code 28 · EIN 41-1505971 | Investment Management | $17,553 |
MATRIX TRUST COMPANY2 years 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 | $75,085 | $72,607+3.4% | $90,749-17.3% | $66,914+12.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -17.03% | -12.28%-4.7pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,225 | $2,369-6.1% | $2,921-23.8% | $2,544-12.6% |
| Participant deferral / active EE | $3,549 | $3,977-10.8% | $4,564-22.2% | $4,237-16.2% |
| Admin fee / account holder | $237 | $707-66.4% | $8,445-97.2% | $593-60.0% |