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 | $24,482 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,091 | $71,883-52.6% | $86,677-60.7% | $68,494-50.2% |
| Participation rate | 95.1% | 72.2%+22.9pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -14.06% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $537 | $2,173-75.3% | $2,836-81.1% | $2,596-79.3% |
| Participant deferral / active EE | $1,887 | $3,779-50.1% | $4,656-59.5% | $4,027-53.1% |
| Admin fee / account holder | $152 | $6,112-97.5% | $7,493-98.0% | $5,403-97.2% |