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 Service code 15 · EIN 46-5378846 | Recordkeeping | $5,919 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $0 |
MATRIX TRUST COMPANY6 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,647 | $84,487+16.8% | $125,339-21.3% | $66,914+47.4% |
| Participation rate | 85.8% | 76.4%+9.4pp | 82.4%+3.5pp | 69.8%+16.0pp |
| Annual return | -14.55% | -8.39%-6.2pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $6,689 | $3,553+88.3% | $4,814+39.0% | $2,544+162.9% |
| Participant deferral / active EE | $11,478 | $6,781+69.3% | $7,446+54.1% | $4,237+170.9% |
| Admin fee / account holder | $36 | $685-94.8% | $10,010-99.6% | $593-94.0% |