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 | $16,954 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $366,030 | $95,274+284.2% | $135,903+169.3% | $74,419+391.9% |
| Participation rate | 72.4% | 78.2%-5.8pp | 81.9%-9.5pp | 70.7%+1.7pp |
| Annual return | 18.59% | 32.77%-14.2pp | 68.23%-49.6pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,522 | $3,874-60.7% | $4,856-68.7% | $2,637-42.3% |
| Participant deferral / active EE | $10,313 | $7,782+32.5% | $7,758+32.9% | $4,528+127.8% |
| Admin fee / account holder | $59 | $266-77.9% | $10,762-99.5% | $348-83.1% |