Filed February 6, 2023
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 | $170,127 |
Filed as: ONEAMERICA SECURITIES, INC. Service code 27 · EIN 35-1159900 | Advisory (Plan) | $36,569 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,105 | $44,626-39.3% | $86,188-68.6% | $80,160-66.2% |
| Participation rate | 93.8% | 63.5%+30.3pp | 69.0%+24.8pp | 72.9%+20.9pp |
| Annual return | 16.73% | 19.61%-2.9pp | 1168.45%-1151.7pp | 40.38%-23.7pp |
| Employer contribution / active EE | $62 | $1,099-94.3% | $2,380-97.4% | $2,978-97.9% |
| Participant deferral / active EE | $2,235 | $2,769-19.3% | $3,985-43.9% | $5,017-55.5% |
| Admin fee / account holder | $97 | $133-27.0% | $6,852-98.6% | $145-32.9% |