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 | $72,511 |
CREATIVE PLANNING LLC3 years Service code 27 1515 22ND STREET · OAK BROOK, IL 60523 | Advisory (Plan) | $57,728 |
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 | $87,499 | $89,808-2.6% | $100,391-12.8% | $77,643+12.7% |
| Participation rate | 96.3% | 81.2%+15.1pp | 81.5%+14.9pp | 70.6%+25.8pp |
| Annual return | 14.80% | 20.62%-5.8pp | 49.20%-34.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,183 | $3,039-28.2% | $3,942-44.6% | $2,726-19.9% |
| Participant deferral / active EE | $5,321 | $8,284-35.8% | $8,082-34.2% | $4,647+14.5% |
| Admin fee / account holder | $212 | $174+21.6% | $7,899-97.3% | $430-50.7% |