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 | $21,638 |
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 | $52,080 | $86,929-40.1% | $102,423-49.2% | $80,856-35.6% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.6%+30.9pp |
| Annual return | 11.04% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,206 | $2,369-6.9% | $3,023-27.0% | $2,755-19.9% |
| Participant deferral / active EE | $4,817 | $4,118+17.0% | $5,053-4.7% | $4,296+12.1% |
| Admin fee / account holder | $154 | $8,049-98.1% | $9,451-98.4% | $6,918-97.8% |