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 | $55,196 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $4,579 |
MATRIX TRUST COMPANY4 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 | $41,069 | $65,908-37.7% | $81,812-49.8% | $77,643-47.1% |
| Participation rate | 96.7% | 65.8%+30.9pp | 72.3%+24.3pp | 70.6%+26.1pp |
| Annual return | 16.40% | 26.64%-10.2pp | 773.79%-757.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,189 | $2,370-49.8% | $2,912-59.2% | $2,726-56.4% |
| Participant deferral / active EE | $4,076 | $3,505+16.3% | $4,319-5.6% | $4,647-12.3% |
| Admin fee / account holder | $138 | $526-73.8% | $7,386-98.1% | $430-67.9% |