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 | $18,257 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; F... | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $114,818 | $85,766+33.9% | $136,294-15.8% | $70,131+63.7% |
| Participation rate | 76.4% | 74.2%+2.2pp | 81.9%-5.5pp | 69.5%+6.8pp |
| Annual return | 8.80% | 31.45%-22.7pp | 5155.94%-5147.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,360 | $5,051+144.7% | $6,247+97.9% | $3,332+271.0% |
| Admin fee / account holder | $181 | $5,420-96.7% | $9,243-98.0% | $4,645-96.1% |