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 | Soft dollars commissions; Float revenue | $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 | $50,982+16.0% | $154,803-61.8% | $85,563-30.9% |
| Participation rate | 95.4% | 59.8%+35.6pp | 78.1%+17.3pp | 66.0%+29.4pp |
| Annual return | 13.37% | 30.35%-17.0pp | 58.88%-45.5pp | 31.51%-18.1pp |
| Employer contribution / active EE | $3,786 | $1,708+121.6% | $4,305-12.1% | $2,654+42.7% |
| Participant deferral / active EE | $5,235 | $2,474+111.6% | $5,540-5.5% | $4,375+19.6% |
| Admin fee / account holder | $167 | $846-80.2% | $14,329-98.8% | $834-79.9% |