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 | $2,052 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 62 · EIN 75-3182674 | Float revenue | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,617 | $54,380-1.4% | $68,509-21.7% | $59,632-10.1% |
| Participation rate | 80.0% | 70.2%+9.8pp | 74.7%+5.3pp | 68.7%+11.3pp |
| Annual return | 1.67% | 2.83%-1.2pp | 8.27%-6.6pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $408 | $1,539-73.5% | $2,278-82.1% | $2,203-81.5% |
| Participant deferral / active EE | $2,232 | $2,643-15.6% | $3,382-34.0% | $3,192-30.1% |
| Admin fee / account holder | $24 | $3,885-99.4% | $5,275-99.5% | $4,297-99.4% |