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 | $6,321 |
MATRIX TRUST COMPANY8 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY8 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,341 | $78,485+29.1% | $106,213-4.6% | $74,495+36.0% |
| Participation rate | 95.1% | 72.8%+22.3pp | 75.3%+19.8pp | 67.2%+27.9pp |
| Annual return | 18.31% | 15.95%+2.4pp | 116.14%-97.8pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,548 | $2,523-38.7% | $3,171-51.2% | $2,623-41.0% |
| Participant deferral / active EE | $3,406 | $4,322-21.2% | $5,016-32.1% | $4,346-21.6% |
| Admin fee / account holder | $53 | $2,232-97.6% | $11,033-99.5% | $1,942-97.3% |