Filed October 15, 2021
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 4-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 19 · EIN 46-5378846 | Securities Custodian | $22,750 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,640 | $56,503+19.7% | $70,092-3.5% | $64,808+4.4% |
| Participation rate | 96.8% | 70.5%+26.3pp | 70.5%+26.3pp | 71.5%+25.3pp |
| Annual return | -15.40% | -13.44%-2.0pp | 190.73%-206.1pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,129 | $2,046+4.0% | $2,559-16.8% | $2,506-15.1% |
| Participant deferral / active EE | $3,608 | $3,389+6.5% | $3,849-6.3% | $4,310-16.3% |
| Admin fee / account holder | $47 | $160-70.6% | $6,267-99.2% | $188-74.9% |