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 | $32,712 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,004 | $59,417-27.6% | $93,606-54.1% | $74,495-42.3% |
| Participation rate | 67.7% | 59.7%+8.0pp | 68.7%-1.1pp | 67.2%+0.5pp |
| Annual return | 18.62% | 81.83%-63.2pp | 133.20%-114.6pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,185 | $3,050-61.2% | $4,411-73.1% | $4,346-72.7% |
| Admin fee / account holder | $182 | $3,021-94.0% | $8,285-97.8% | $1,942-90.6% |