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 6-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,584 |
Filed as: ONEAMERICA REITREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,505 |
MATRIX TRUST COMPANY1 year 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 | $89,352 | $89,436-0.1% | $164,813-45.8% | $77,643+15.1% |
| Participation rate | 98.9% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.4pp |
| Annual return | 17.36% | 28.83%-11.5pp | 69.93%-52.6pp | 31.24%-13.9pp |
| Employer contribution / active EE | $5,867 | $2,569+128.4% | $4,341+35.2% | $2,726+115.3% |
| Participant deferral / active EE | $7,692 | $4,897+57.1% | $6,031+27.5% | $4,647+65.5% |
| Admin fee / account holder | $41 | $339-88.0% | $12,690-99.7% | $430-90.5% |