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 RETIEMENT SERVICE LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,163 |
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 | $102,506 | $129,021-20.6% | $184,203-44.4% | $77,643+32.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.40% | 33.27%-19.9pp | 28.81%-15.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,274 | $4,413-48.5% | $6,427-64.6% | $2,726-16.6% |
| Participant deferral / active EE | $5,917 | $7,297-18.9% | $9,131-35.2% | $4,647+27.3% |
| Admin fee / account holder | $13 | $254-94.7% | $13,901-99.9% | $430-96.9% |