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 7-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 | $89,278 |
MATRIX TRUST COMPANY2 years 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 | $64,932 | $72,254-10.1% | $86,677-25.1% | $64,808+0.2% |
| Participation rate | 98.4% | 80.4%+18.0pp | 76.6%+21.8pp | 71.5%+27.0pp |
| Annual return | -13.84% | 392.42%-406.3pp | 35.91%-49.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $3,150 | $2,393+31.7% | $2,836+11.1% | $2,506+25.7% |
| Participant deferral / active EE | $4,242 | $4,658-8.9% | $4,656-8.9% | $4,310-1.6% |
| Admin fee / account holder | $94 | $174-46.1% | $7,493-98.7% | $188-50.1% |