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 | $38,435 |
RIVERWATER PARTNERS4 years Service code 17 · EIN 55-0844872 | Pension Consulting | $19,000 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $14,872 |
MATRIX TRUST COMPANY3 years Service code 16 · EIN 75-3182674 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,414 | $82,978-1.9% | $129,995-37.4% | $71,457+13.9% |
| Participation rate | 96.4% | 74.1%+22.4pp | 78.5%+17.9pp | 67.9%+28.5pp |
| Annual return | 18.23% | 20.60%-2.4pp | -137.18%+155.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,703 | $2,622+41.3% | $4,320-14.3% | $2,588+43.1% |
| Participant deferral / active EE | $5,999 | $4,432+35.4% | $5,820+3.1% | $4,289+39.9% |
| Admin fee / account holder | $292 | $1,729-83.1% | $10,614-97.3% | $1,587-81.6% |