See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,170 |
CES INS AGENCY INC10+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $40,605 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,509 | $50,815-34.1% | $155,509-78.5% | $77,643-56.8% |
| Participation rate | 91.9% | 63.1%+28.8pp | 78.2%+13.7pp | 70.6%+21.3pp |
| Annual return | 11.15% | 34.80%-23.7pp | 64.67%-53.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,274 | $1,993-36.1% | $4,672-72.7% | $2,726-53.3% |
| Participant deferral / active EE | $2,487 | $2,822-11.9% | $5,626-55.8% | $4,647-46.5% |
| Admin fee / account holder | $207 | $437-52.7% | $15,912-98.7% | $430-52.0% |