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 | $57,625 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 8801 RIVER CROSSING BLVD · INDIANAPOLIS, IN 46240 | Investment Management | $36,875 |
MATRIX TRUST COMPANY2 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 | $84,250 | $82,917+1.6% | $103,333-18.5% | $77,643+8.5% |
| Participation rate | 98.1% | 71.6%+26.5pp | 74.5%+23.6pp | 70.6%+27.5pp |
| Annual return | 22.04% | 19.13%+2.9pp | 24.88%-2.8pp | 31.24%-9.2pp |
| Employer contribution / active EE | $1,747 | $3,552-50.8% | $3,868-54.8% | $2,726-35.9% |
| Participant deferral / active EE | $4,994 | $4,108+21.6% | $5,057-1.3% | $4,647+7.5% |
| Admin fee / account holder | $216 | $638-66.2% | $8,355-97.4% | $430-49.9% |