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 Service code 15 · EIN 46-5378846 | Recordkeeping | $15,207 |
Service code 27 215 SOUTHWIND ROAD · MANHATTAN, KS 66503 | Advisory (Plan) | $14,346 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Float revenue; Finders' fees / placem... | $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 | $53,571 | $47,126+13.7% | $149,673-64.2% | $74,419-28.0% |
| Participation rate | 28.3% | 63.4%-35.1pp | 78.8%-50.5pp | 70.7%-42.4pp |
| Annual return | 21.42% | 22.75%-1.3pp | 134.42%-113.0pp | 34.38%-13.0pp |
| Employer contribution / active EE | $574 | $1,905-69.9% | $4,818-88.1% | $2,637-78.3% |
| Participant deferral / active EE | $1,078 | $2,728-60.5% | $5,680-81.0% | $4,528-76.2% |
| Admin fee / account holder | $248 | $343-27.5% | $13,210-98.1% | $348-28.6% |