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 | $6,818 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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 | $34,805 | $48,576-28.4% | $169,463-79.5% | $56,287-38.2% |
| Participation rate | 86.3% | 65.8%+20.5pp | 77.8%+8.5pp | 69.9%+16.4pp |
| Annual return | -5.56% | -2.51%-3.0pp | 1.83%-7.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,846 | $1,559+18.4% | $4,159-55.6% | $2,111-12.6% |
| Participant deferral / active EE | $3,691 | $3,275+12.7% | $5,277-30.1% | $3,350+10.2% |
| Admin fee / account holder | $36 | $435-91.8% | $9,109-99.6% | $521-93.2% |