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 4-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 | $34,792 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,277 | $49,451-40.8% | $79,550-63.2% | $66,914-56.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -15.55% | 84.25%-99.8pp | 0.16%-15.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $199 | $1,266-84.2% | $2,413-91.7% | $2,544-92.2% |
| Participant deferral / active EE | $2,428 | $3,159-23.1% | $3,985-39.1% | $4,237-42.7% |
| Admin fee / account holder | $174 | $595-70.7% | $6,832-97.5% | $593-70.7% |