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 | $70,678 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Participants) | $29,347 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,820 | $50,982-16.0% | $154,803-72.3% | $85,563-50.0% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 18.62% | 30.35%-11.7pp | 58.88%-40.3pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,537 | $1,708+48.5% | $4,305-41.1% | $2,654-4.4% |
| Participant deferral / active EE | $2,857 | $2,474+15.5% | $5,540-48.4% | $4,375-34.7% |
| Admin fee / account holder | $231 | $846-72.7% | $14,329-98.4% | $834-72.3% |