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 | $55,536 |
RUBINBROWN LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $24,477 |
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 | $112,851 | $92,971+21.4% | $96,683+16.7% | $74,419+51.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 21.40% | 37.49%-16.1pp | 35.69%-14.3pp | 34.38%-13.0pp |
| Employer contribution / active EE | $3,625 | $3,426+5.8% | $3,737-3.0% | $2,637+37.4% |
| Participant deferral / active EE | $8,819 | $3,970+122.1% | $4,878+80.8% | $4,528+94.8% |
| Admin fee / account holder | $223 | $633-64.8% | $6,730-96.7% | $348-35.9% |