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 | $21,449 |
MATRIX TRUST COMPANY3+ 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 | $74,132 | $69,823+6.2% | $77,163-3.9% | $74,419-0.4% |
| Participation rate | 97.8% | 70.0%+27.7pp | 69.6%+28.2pp | 70.7%+27.0pp |
| Annual return | 16.07% | 19.98%-3.9pp | 37.87%-21.8pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,536 | $2,150+17.9% | $2,5350% | $2,637-3.9% |
| Participant deferral / active EE | $4,083 | $3,558+14.8% | $3,833+6.5% | $4,528-9.8% |
| Admin fee / account holder | $46 | $398-88.4% | $5,472-99.2% | $348-86.8% |