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 Service code 15 · EIN 46-5378846 | Recordkeeping | $48,011 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,724 | $101,317-6.5% | $146,958-35.5% | $74,495+27.2% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+21.9pp |
| Annual return | 18.58% | 8730.91%-8712.3pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,029 | $3,810-73.0% | $4,933-79.1% | $2,623-60.8% |
| Participant deferral / active EE | $7,689 | $7,303+5.3% | $8,070-4.7% | $4,346+76.9% |
| Admin fee / account holder | $296 | $1,739-83.0% | $12,998-97.7% | $1,942-84.7% |