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 | $18,707 |
Service code 27 215 SOUTHWIND ROAD · MANHATTAN, KS 66503 | Advisory (Plan) | $17,329 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,507 | $50,815+28.9% | $155,509-57.9% | $77,643-15.6% |
| Participation rate | 26.3% | 63.1%-36.8pp | 78.2%-51.9pp | 70.6%-44.3pp |
| Annual return | 16.65% | 34.80%-18.2pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $674 | $1,993-66.2% | $4,672-85.6% | $2,726-75.3% |
| Participant deferral / active EE | $1,135 | $2,822-59.8% | $5,626-79.8% | $4,647-75.6% |
| Admin fee / account holder | $314 | $437-28.1% | $15,912-98.0% | $430-27.1% |