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 | $39,276 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,172 | $84,487-11.0% | $125,339-40.0% | $66,914+12.3% |
| Participation rate | 90.2% | 76.4%+13.8pp | 82.4%+7.8pp | 69.8%+20.4pp |
| Annual return | -14.19% | -8.39%-5.8pp | 572.05%-586.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,058 | $3,553-70.2% | $4,814-78.0% | $2,544-58.4% |
| Participant deferral / active EE | $7,316 | $6,781+7.9% | $7,446-1.8% | $4,237+72.7% |
| Admin fee / account holder | $277 | $685-59.6% | $10,010-97.2% | $593-53.4% |