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 10-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 | $58,323 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (securities); Trustee (bank... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,767 | $82,664+331.6% | $125,339+184.6% | $68,494+420.9% |
| Participation rate | 91.5% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -15.62% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $18,529 | $3,381+448.0% | $4,814+284.9% | $2,596+613.7% |
| Participant deferral / active EE | $8,887 | $6,110+45.4% | $7,446+19.3% | $4,027+120.7% |
| Admin fee / account holder | $411 | $6,275-93.5% | $10,010-95.9% | $5,403-92.4% |