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 5-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 | $52,067 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $11,315 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 3500 COLONNADE PKWY, STE 200 · BIRMINGHAM, AL 352438306 | Advisory (Plan) | $8,427 |
MATRIX TRUST COMPANY1+ 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 | $22,140 | $51,288-56.8% | $81,983-73.0% | $73,409-69.8% |
| Participation rate | 91.3% | 64.0%+27.3pp | 69.2%+22.0pp | 72.2%+19.1pp |
| Annual return | 17.26% | 29.48%-12.2pp | 41.31%-24.1pp | 59.29%-42.0pp |
| Employer contribution / active EE | $1,866 | $1,487+25.5% | $2,498-25.3% | $2,234-16.5% |
| Participant deferral / active EE | $3,276 | $2,715+20.6% | $3,722-12.0% | $3,805-13.9% |
| Admin fee / account holder | $113 | $125-9.9% | $5,664-98.0% | $158-28.5% |