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 LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,737 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $39,375 |
KATZ, SAPPER & MILLER2 years Service code 10 · EIN 35-1090346 | Accounting | $8,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,393 |
MATRIX TRUST COMPANY1 year 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 | $39,443 | $82,917-52.4% | $103,333-61.8% | $77,643-49.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.17% | 19.13%-6.0pp | 24.88%-11.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,987 | $3,552-44.1% | $3,868-48.6% | $2,726-27.1% |
| Participant deferral / active EE | $5,309 | $4,108+29.2% | $5,057+5.0% | $4,647+14.2% |
| Admin fee / account holder | $146 | $638-77.2% | $8,355-98.3% | $430-66.2% |