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 | $3,479 |
MATRIX TRUST COMPANY3 years Filed as: MG TRUST CO DBA MATRIX TRUST CO Service code 62 · EIN 75-3182674 | Float revenue; Soft dollars commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,040 | $107,440-45.0% | $105,738-44.2% | $55,725+5.9% |
| Participation rate | 83.4% | 55.5%+27.9pp | 76.3%+7.1pp | 70.9%+12.5pp |
| Annual return | -4.78% | -0.59%-4.2pp | 6.27%-11.1pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,819 | $1,448+94.6% | $3,268-13.8% | $2,078+35.6% |
| Participant deferral / active EE | $2,501 | $2,171+15.2% | $4,080-38.7% | $3,356-25.5% |
| Admin fee / account holder | $12 | $283-95.8% | $6,913-99.8% | $115-89.6% |