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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $67,587 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,152 | $89,436+22.0% | $164,813-33.8% | $77,643+40.6% |
| Participation rate | 99.7% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.2pp |
| Annual return | 13.29% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,168 | $2,569-54.5% | $4,341-73.1% | $2,726-57.1% |
| Participant deferral / active EE | $7,926 | $4,897+61.9% | $6,031+31.4% | $4,647+70.6% |
| Admin fee / account holder | $146 | $339-57.0% | $12,690-98.9% | $430-66.1% |