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 | $63,104 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SERV Service code 27 · EIN 81-3920167 | Advisory (Plan) | $5,054 |
MATRIX TRUST COMPANY1 year 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 | $161,620 | $111,090+45.5% | $156,263+3.4% | - |
| Participation rate | 97.0% | 75.0%+21.9pp | 78.9%+18.1pp | - |
| Annual return | 13.09% | 16.66%-3.6pp | 59.47%-46.4pp | - |
| Employer contribution / active EE | $2,973 | $2,524+17.8% | $4,333-31.4% | - |
| Participant deferral / active EE | $6,578 | $4,469+47.2% | $6,158+6.8% | - |
| Admin fee / account holder | $583 | $15,012-96.1% | $14,255-95.9% | - |