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 Service code 15 · EIN 46-5378846 | Recordkeeping | $43,491 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. Service code 27 202 S. COLLEGE AVENUE · BLOOMINGTON, IN 47404 | Advisory (Plan) | $28,769 |
MATRIX TRUST COMPANY5+ years Service code 18 · EIN 75-3182674 | Account maintenance fees; Direct paym... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,087 | $30,086-6.6% | $61,373-54.2% | $64,808-56.7% |
| Participation rate | 83.6% | 36.4%+47.2pp | 52.6%+31.0pp | 71.5%+12.1pp |
| Annual return | -13.74% | -13.99%+0.2pp | 338.61%-352.3pp | 32.82%-46.6pp |
| Employer contribution / active EE | $832 | $536+55.2% | $1,159-28.2% | $2,506-66.8% |
| Participant deferral / active EE | $2,015 | $1,126+79.0% | $2,125-5.2% | $4,310-53.3% |
| Admin fee / account holder | $155 | $148+4.9% | $2,130-92.7% | $188-17.3% |