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 | $24,697 |
MATRIX TRUST COMPANY3 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 | $16,174 | $77,899-79.2% | $149,673-89.2% | $75,163-78.5% |
| Participation rate | 87.6% | 65.6%+22.1pp | 78.8%+8.9pp | 67.2%+20.4pp |
| Annual return | 18.08% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $399 | $3,137-87.3% | $4,818-91.7% | $2,670-85.1% |
| Participant deferral / active EE | $3,122 | $3,411-8.5% | $5,680-45.0% | $4,125-24.3% |
| Admin fee / account holder | $190 | $5,956-96.8% | $13,210-98.6% | $5,651-96.6% |