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 | $25,013 |
MATRIX TRUST COMPANY3 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 | $63,638 | $80,968-21.4% | $96,544-34.1% | $75,163-15.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.58% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,437 | $2,282+6.8% | $2,965-17.8% | $2,670-8.7% |
| Participant deferral / active EE | $5,555 | $3,928+41.4% | $4,851+14.5% | $4,125+34.7% |
| Admin fee / account holder | $209 | $6,724-96.9% | $8,252-97.5% | $5,651-96.3% |