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 | $16,727 |
MATRIX TRUST COMPANY1 year 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 | $64,944 | $79,944-18.8% | $98,439-34.0% | $75,163-13.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 21.09% | 19.75%+1.3pp | 21.16%-0.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $5,011 | $2,264+121.4% | $3,048+64.4% | $2,670+87.7% |
| Participant deferral / active EE | $5,913 | $3,752+57.6% | $4,738+24.8% | $4,125+43.3% |
| Admin fee / account holder | $139 | $6,840-98.0% | $8,948-98.4% | $5,651-97.5% |