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 | $4,913 |
MATRIX TRUST COMPANY8 years Service code 18 · EIN 75-3182674 | Sub-transfer agency fees; Investment ... | $0 |
MATRIX TRUST COMPANY8 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF 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 | $142,786 | $101,317+40.9% | $146,958-2.8% | $74,495+91.7% |
| Participation rate | 72.2% | 75.5%-3.3pp | 82.2%-9.9pp | 67.2%+5.0pp |
| Annual return | 13.36% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $6,107 | $3,810+60.3% | $4,933+23.8% | $2,623+132.8% |
| Participant deferral / active EE | $11,429 | $7,303+56.5% | $8,070+41.6% | $4,346+163.0% |
| Admin fee / account holder | $29 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |