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 | $16,786 |
MATRIX TRUST COMPANY5 years Filed as: MG TRUST CO DBA MATRIX TRUST CO Service code 62 · EIN 75-3182674 | Soft dollars commissions; Float revenue | $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 | $76,431 | $58,101+31.5% | $118,925-35.7% | $73,409+4.1% |
| Participation rate | 95.9% | 56.1%+39.8pp | 75.4%+20.5pp | 72.2%+23.7pp |
| Annual return | 16.73% | 20.56%-3.8pp | 35.88%-19.1pp | 59.29%-42.6pp |
| Employer contribution / active EE | $3,638 | $1,445+151.7% | $3,263+11.5% | $2,234+62.9% |
| Participant deferral / active EE | $3,275 | $2,400+36.5% | $4,265-23.2% | $3,805-13.9% |
| Admin fee / account holder | $47 | $138-65.9% | $6,581-99.3% | $158-70.1% |