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 CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $20,214 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,176 | $117,025-79.3% | $91,541-73.6% | $85,563-71.7% |
| Participation rate | 98.3% | 64.2%+34.1pp | 69.8%+28.6pp | 66.0%+32.4pp |
| Annual return | 16.62% | 18.02%-1.4pp | 20.50%-3.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $0 | $2,120-100.0% | $2,505-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,181 | $3,446-7.7% | $4,008-20.6% | $4,375-27.3% |
| Admin fee / account holder | $63 | $1,242-94.9% | $6,956-99.1% | $834-92.5% |