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 | $74,296 |
REGIONS BANK2 years Service code 16 · EIN 63-0371391 | Consulting | $16,800 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (other than ... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,296 | $104,697-48.1% | $96,544-43.8% | $80,160-32.3% |
| Participation rate | 75.8% | 86.4%-10.6pp | 76.0%-0.2pp | 72.9%+2.9pp |
| Annual return | 55.32% | 21.78%+33.5pp | 25.84%+29.5pp | 40.38%+14.9pp |
| Employer contribution / active EE | $1,150 | $3,536-67.5% | $2,965-61.2% | $2,978-61.4% |
| Participant deferral / active EE | $3,062 | $6,188-50.5% | $4,851-36.9% | $5,017-39.0% |
| Admin fee / account holder | $51 | $107-51.9% | $8,252-99.4% | $145-64.6% |