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 | $34,585 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $10,958 |
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 | $128,683 | $122,239+5.3% | $184,203-30.1% | $74,495+72.7% |
| Participation rate | 94.6% | 85.5%+9.1pp | 86.8%+7.8pp | 67.2%+27.4pp |
| Annual return | 15.76% | 19.95%-4.2pp | 28.81%-13.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,678 | $4,537-18.9% | $6,427-42.8% | $2,623+40.2% |
| Participant deferral / active EE | $7,849 | $7,139+9.9% | $9,131-14.0% | $4,346+80.6% |
| Admin fee / account holder | $142 | $1,260-88.7% | $13,901-99.0% | $1,942-92.7% |