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 9-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 | $25,970 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,766 | $47,126-19.9% | $149,673-74.8% | $74,419-49.3% |
| Participation rate | 90.9% | 63.4%+27.5pp | 78.8%+12.2pp | 70.7%+20.2pp |
| Annual return | 8.08% | 22.75%-14.7pp | 134.42%-126.3pp | 34.38%-26.3pp |
| Employer contribution / active EE | $780 | $1,905-59.1% | $4,818-83.8% | $2,637-70.4% |
| Participant deferral / active EE | $1,477 | $2,728-45.8% | $5,680-74.0% | $4,528-67.4% |
| Admin fee / account holder | $77 | $343-77.6% | $13,210-99.4% | $348-77.9% |