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 | $27,350 |
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 | $30,220 | $72,994-58.6% | $120,354-74.9% | $77,643-61.1% |
| Participation rate | 89.2% | 55.2%+34.0pp | 71.9%+17.3pp | 70.6%+18.6pp |
| Annual return | 11.58% | 18.23%-6.6pp | 107.15%-95.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $810 | $1,793-54.8% | $3,463-76.6% | $2,726-70.3% |
| Participant deferral / active EE | $1,500 | $3,011-50.2% | $4,991-69.9% | $4,647-67.7% |
| Admin fee / account holder | $102 | $658-84.5% | $9,423-98.9% | $430-76.2% |