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 | $59,570 |
RUBINBROWN LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $32,984 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,140 | $82,917+64.2% | $103,333+31.7% | $77,643+75.3% |
| Participation rate | 43.3% | 71.6%-28.2pp | 74.5%-31.2pp | 70.6%-27.2pp |
| Annual return | 17.54% | 19.13%-1.6pp | 24.88%-7.3pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,730 | $3,552-51.3% | $3,868-55.3% | $2,726-36.5% |
| Participant deferral / active EE | $4,166 | $4,108+1.4% | $5,057-17.6% | $4,647-10.4% |
| Admin fee / account holder | $262 | $638-58.9% | $8,355-96.9% | $430-39.1% |