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 | $39,714 |
MCF ADVISORS LLC5 years Filed as: MCF ADVISORS, LLC Service code 16 333 WEST VINE STREET · LEXINGTON, KY 40507 | Consulting | $10,626 |
MATRIX TRUST COMPANY4 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 | $68,913 | $91,372-24.6% | $129,995-47.0% | $74,419-7.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 19.81% | 23.21%-3.4pp | -137.18%+157.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,197 | $2,563-14.3% | $4,320-49.1% | $2,637-16.7% |
| Participant deferral / active EE | $5,112 | $4,721+8.3% | $5,820-12.2% | $4,528+12.9% |
| Admin fee / account holder | $158 | $283-44.1% | $10,614-98.5% | $348-54.5% |