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 3-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 | $68,170 |
RUBINBROWN LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $19,000 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return 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 | $94,355 | $106,236-11.2% | $112,228-15.9% | $64,808+45.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -18.18% | -6.02%-12.2pp | 27.45%-45.6pp | 32.82%-51.0pp |
| Employer contribution / active EE | $3,639 | $3,166+14.9% | $3,635+0.1% | $2,506+45.2% |
| Participant deferral / active EE | $8,572 | $3,785+126.5% | $4,728+81.3% | $4,310+98.9% |
| Admin fee / account holder | $245 | $452-45.8% | $6,410-96.2% | $188+30.4% |