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 | $77,641 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 3500 COLONNADE PKWY, STE 200 · BIRMINGHAM, AL 352438306 | Advisory (Plan) | $57,207 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $26,872 | $58,347-53.9% | $85,682-68.6% | $86,799-69.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 15.49% | 18.43%-2.9pp | 21.49%-6.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $2,506 | $1,751+43.1% | $2,618-4.3% | $2,405+4.2% |
| Participant deferral / active EE | $4,247 | $3,065+38.5% | $3,923+8.3% | $4,131+2.8% |
| Admin fee / account holder | $188 | $147+27.4% | $6,873-97.3% | $170+10.8% |