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 | $102,891 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,658 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,152 | $106,028+27.5% | $146,958-8.0% | $77,643+74.1% |
| Participation rate | 61.2% | 78.4%-17.1pp | 82.2%-20.9pp | 70.6%-9.3pp |
| Annual return | 19.25% | 56.73%-37.5pp | 418.34%-399.1pp | 31.24%-12.0pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,325 | $7,990-33.4% | $8,070-34.0% | $4,647+14.6% |
| Admin fee / account holder | $220 | $337-34.7% | $12,998-98.3% | $430-48.8% |