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 9-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 | $17,937 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,584 | $24,733-45.1% | $69,647-80.5% | $74,495-81.8% |
| Participation rate | 59.0% | 63.5%-4.5pp | 66.5%-7.4pp | 67.2%-8.2pp |
| Annual return | 10.39% | 18.55%-8.2pp | 100.48%-90.1pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $836 | $1,001-16.5% | $1,712-51.2% | $2,623-68.1% |
| Participant deferral / active EE | $910 | $1,901-52.1% | $2,886-68.5% | $4,346-79.1% |
| Admin fee / account holder | $114 | $1,892-94.0% | $4,713-97.6% | $1,942-94.2% |