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 | $29,100 |
FINANCIAL CONCEPTS, INC.8+ years Service code 28 · EIN 41-1505971 | Investment Management | $23,724 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,297 | $73,004+110.0% | $90,749+68.9% | $68,494+123.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.69% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $6,050 | $2,193+175.9% | $2,921+107.1% | $2,596+133.0% |
| Participant deferral / active EE | $9,020 | $3,627+148.7% | $4,564+97.6% | $4,027+124.0% |
| Admin fee / account holder | $523 | $5,896-91.1% | $8,445-93.8% | $5,403-90.3% |