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, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,757 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,874 | $82,202+272.1% | $125,339+144.0% | $64,808+372.0% |
| Participation rate | 79.9% | 77.9%+2.0pp | 82.4%-2.5pp | 71.5%+8.4pp |
| Annual return | -16.03% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,615 | $3,615-55.3% | $4,814-66.4% | $2,506-35.5% |
| Participant deferral / active EE | $9,981 | $7,175+39.1% | $7,446+34.0% | $4,310+131.6% |
| Admin fee / account holder | $64 | $163-60.5% | $10,010-99.4% | $188-65.7% |