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 | $17,023 |
MATRIX TRUST COMPANY2 years Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,322 | $87,013-19.2% | $106,213-33.8% | $80,856-13.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.05% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,271 | $2,395+120.1% | $3,171+66.2% | $2,755+91.4% |
| Participant deferral / active EE | $5,803 | $3,986+45.6% | $5,016+15.7% | $4,296+35.1% |
| Admin fee / account holder | $142 | $8,431-98.3% | $11,033-98.7% | $6,918-97.9% |