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 | $1,672 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST CO DBA MATRIX TRUST CO Service code 62 · EIN 75-3182674 | Soft dollars commissions; Float revenue | $0 |
Employer 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).
Form 5500 reported that benefits due were not provided when due.
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 | $54,573 | $56,629-3.6% | $77,999-30.0% | $55,167-1.1% |
| Participation rate | 73.8% | 73.3%+0.5pp | 75.5%-1.7pp | 69.0%+4.8pp |
| Annual return | 6.57% | 2866.98%-2860.4pp | 425.96%-419.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $344 | $1,723-80.0% | $2,470-86.1% | $1,963-82.5% |
| Participant deferral / active EE | $1,845 | $2,777-33.6% | $3,497-47.2% | $3,054-39.6% |
| Admin fee / account holder | $18 | $467-96.1% | $5,480-99.7% | $504-96.4% |