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 | $87,538 |
MATRIX TRUST COMPANY4 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 | $75,224 | $110,299-31.8% | $102,423-26.6% | $199,593-62.3% |
| Participation rate | 73.5% | 86.3%-12.8pp | 76.5%-3.0pp | 72.0%+1.5pp |
| Annual return | 13.83% | 35.73%-21.9pp | 29.32%-15.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,514 | $3,603-30.2% | $3,023-16.9% | $3,034-17.2% |
| Participant deferral / active EE | $3,515 | $6,376-44.9% | $5,053-30.4% | $5,087-30.9% |
| Admin fee / account holder | $80 | $122-34.7% | $9,451-99.2% | $269-70.3% |