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 | $325,050 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE 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 | $62,656 | $176,491-64.5% | $95,952-34.7% | $90,288-30.6% |
| Participation rate | 84.5% | 86.6%-2.0pp | 77.1%+7.5pp | 73.4%+11.2pp |
| Annual return | 12.85% | 20.14%-7.3pp | 91.61%-78.8pp | 53.97%-41.1pp |
| Employer contribution / active EE | $1,866 | $2,789-33.1% | $2,541-26.5% | $2,524-26.1% |
| Participant deferral / active EE | $4,117 | $5,340-22.9% | $4,167-1.2% | $4,232-2.7% |
| Admin fee / account holder | $114 | $154-26.0% | $6,795-98.3% | $1140% |