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 | $97,860 |
MATRIX TRUST COMPANY3 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 | $69,659 | $99,078-29.7% | $96,544-27.8% | $74,419-6.4% |
| Participation rate | 98.4% | 80.7%+17.8pp | 76.0%+22.5pp | 70.7%+27.7pp |
| Annual return | 17.59% | 22.48%-4.9pp | 25.84%-8.3pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,722 | $2,570+44.8% | $2,965+25.5% | $2,637+41.1% |
| Participant deferral / active EE | $4,534 | $4,933-8.1% | $4,851-6.5% | $4,528+0.1% |
| Admin fee / account holder | $93 | $225-58.4% | $8,252-98.9% | $348-73.2% |