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 | $81,265 |
MCF ADVISORS LLC4 years Filed as: MCF ADVISORS, LLC Service code 16 333 WEST VINE STREET · LEXINGTON, KY 40507 | Consulting | $11,666 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,934 | $71,142-27.0% | $119,609-56.6% | $64,808-19.9% |
| Participation rate | 98.3% | 78.6%+19.7pp | 79.3%+19.1pp | 71.5%+26.8pp |
| Annual return | -16.80% | -10.01%-6.8pp | -14.97%-1.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $2,060 | $2,497-17.5% | $4,232-51.3% | $2,506-17.8% |
| Participant deferral / active EE | $4,160 | $4,490-7.3% | $5,602-25.7% | $4,310-3.5% |
| Admin fee / account holder | $272 | $162+67.6% | $10,323-97.4% | $188+44.7% |