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 | $2,476 |
MATRIX TRUST COMPANY4 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 | $68,366 | $124,414-45.1% | $115,157-40.6% | $67,579+1.2% |
| Participation rate | 87.9% | 58.1%+29.8pp | 75.9%+11.9pp | 71.3%+16.6pp |
| Annual return | 22.90% | 29.40%-6.5pp | 35.60%-12.7pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,962 | $1,454+103.7% | $3,179-6.8% | $2,148+37.9% |
| Participant deferral / active EE | $2,686 | $2,331+15.3% | $4,168-35.6% | $3,539-24.1% |
| Admin fee / account holder | $8 | $361-97.9% | $7,088-99.9% | $142-94.7% |