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 15 · EIN 46-5378846 | Recordkeeping | $5,528 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,540 | $55,415-25.0% | $155,509-73.3% | $74,495-44.2% |
| Participation rate | 56.6% | 61.9%-5.3pp | 78.2%-21.6pp | 67.2%-10.6pp |
| Annual return | 13.18% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $998 | $2,267-56.0% | $4,672-78.6% | $2,623-62.0% |
| Participant deferral / active EE | $2,557 | $2,836-9.9% | $5,626-54.6% | $4,346-41.2% |
| Admin fee / account holder | $108 | $1,738-93.8% | $15,912-99.3% | $1,942-94.5% |