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 | $69,700 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,284 | $36,806+183.3% | $69,647+49.7% | $77,643+34.3% |
| Participation rate | 97.2% | 64.4%+32.8pp | 66.5%+30.8pp | 70.6%+26.6pp |
| Annual return | 13.79% | 38.81%-25.0pp | 100.48%-86.7pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,775 | $1,257+120.8% | $1,712+62.1% | $2,726+1.8% |
| Participant deferral / active EE | $4,488 | $2,738+63.9% | $2,886+55.5% | $4,647-3.4% |
| Admin fee / account holder | $202 | $507-60.1% | $4,713-95.7% | $430-53.1% |