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 | $253,036 |
MATRIX TRUST COMPANY2 years 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,368 | $88,730-38.7% | $82,313-33.9% | $77,958-30.3% |
| Participation rate | 86.9% | 84.5%+2.4pp | 76.9%+10.0pp | 71.6%+15.3pp |
| Annual return | 15.73% | 20.88%-5.2pp | 25.88%-10.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $1,697 | $2,758-38.5% | $2,428-30.1% | $2,310-26.5% |
| Participant deferral / active EE | $3,382 | $4,634-27.0% | $3,706-8.7% | $3,537-4.4% |
| Admin fee / account holder | $83 | $74+12.5% | $5,608-98.5% | $97-14.6% |