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 | $2,455 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Soft dollars commissions; Direct paym... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 50 · EIN 33-1151291 | Direct Payment | $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).
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 | $64,787 | $63,299+2.4% | $91,001-28.8% | $62,292+4.0% |
| Participation rate | 75.5% | 73.3%+2.2pp | 75.6%-0.1pp | 69.5%+6.0pp |
| Annual return | 21.17% | 20.99%+0.2pp | 4.60%+16.6pp | 28.90%-7.7pp |
| Employer contribution / active EE | $388 | $1,807-78.5% | $2,456-84.2% | $2,042-81.0% |
| Participant deferral / active EE | $2,040 | $2,943-30.7% | $3,547-42.5% | $3,169-35.6% |
| Admin fee / account holder | $26 | $468-94.4% | $5,417-99.5% | $479-94.6% |