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 | $61,626 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,035 | $73,404-18.2% | $87,100-31.1% | $67,579-11.2% |
| Participation rate | 91.8% | 80.9%+11.0pp | 76.9%+15.0pp | 71.3%+20.6pp |
| Annual return | 22.09% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $2,161 | $2,014+7.3% | $2,521-14.3% | $2,148+0.6% |
| Participant deferral / active EE | $4,036 | $3,913+3.1% | $4,049-0.3% | $3,539+14.0% |
| Admin fee / account holder | $145 | $142+2.2% | $7,497-98.1% | $142+1.7% |