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 Service code 15 · EIN 46-5378846 | Recordkeeping | $10,812 |
MATRIX TRUST COMPANY2 years Service code 18 | Custodial (securities); Trustee (dire... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,558 | $99,957+46.6% | $149,696-2.1% | $73,488+99.4% |
| Participation rate | 55.8% | 75.7%-19.9pp | 82.5%-26.7pp | 70.7%-14.9pp |
| Annual return | 40.68% | 53.87%-13.2pp | 276.60%-235.9pp | 28.51%+12.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,826 | $6,073+61.8% | $6,842+43.6% | $3,740+162.7% |
| Admin fee / account holder | $236 | $551-57.1% | $9,309-97.5% | $513-53.9% |