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 | $63,122 |
MATRIX TRUST COMPANY5 years Service code 62 | Float revenue; Soft dollars commissions | $0 |
MATRIX TRUST COMPANY5 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,161 | $46,464+27.3% | $150,298-60.6% | $79,634-25.7% |
| Participation rate | 95.4% | 57.0%+38.4pp | 77.8%+17.6pp | 62.5%+32.9pp |
| Annual return | 13.37% | 27.89%-14.5pp | 62.79%-49.4pp | 36.46%-23.1pp |
| Employer contribution / active EE | $3,786 | $1,512+150.5% | $4,154-8.9% | $2,529+49.7% |
| Participant deferral / active EE | $5,235 | $2,157+142.7% | $5,453-4.0% | $3,835+36.5% |
| Admin fee / account holder | $167 | $891-81.2% | $14,116-98.8% | $1,002-83.3% |