See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $53,754 |
HAYS FINANCIAL GROUP6+ years Filed as: HAYS COMPANIES Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $24,756 |
LURIE, LLP3 years Filed as: LURIE,LLP Service code 10 · EIN 41-0721734 | Accounting | $8,320 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,654 | $70,908+82.8% | $98,907+31.1% | $73,488+76.4% |
| Participation rate | 47.6% | 73.8%-26.2pp | 76.0%-28.4pp | 70.7%-23.1pp |
| Annual return | 12.20% | 34.17%-22.0pp | 196.43%-184.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $90 | $2,036-95.6% | $2,689-96.6% | $2,270-96.0% |
| Participant deferral / active EE | $1,730 | $3,500-50.6% | $4,244-59.2% | $3,740-53.7% |
| Admin fee / account holder | $603 | $535+12.7% | $6,642-90.9% | $513+17.5% |