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 | $58,623 |
HAYS FINANCIAL GROUP8+ years Filed as: HAYS COMPANIES Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $29,498 |
LURIE, LLP5 years Filed as: LURIE,LLP Service code 10 · EIN 41-0721734 | Accounting | $13,292 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | 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 | $103,407 | $72,607+42.4% | $90,749+13.9% | $66,914+54.5% |
| Participation rate | 47.4% | 73.7%-26.3pp | 75.7%-28.3pp | 69.8%-22.4pp |
| Annual return | -14.91% | -12.28%-2.6pp | -12.16%-2.7pp | 1.58%-16.5pp |
| Employer contribution / active EE | $376 | $2,369-84.1% | $2,921-87.1% | $2,544-85.2% |
| Participant deferral / active EE | $1,957 | $3,977-50.8% | $4,564-57.1% | $4,237-53.8% |
| Admin fee / account holder | $786 | $707+11.2% | $8,445-90.7% | $593+32.5% |