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 9-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 Service code 15 · EIN 75-3182674 | Recordkeeping | $2,242 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,113 | $59,101+72.8% | $77,163+32.3% | $75,163+35.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.49% | 26.71%-14.2pp | 37.87%-25.4pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,607 | $1,995+80.8% | $2,535+42.3% | $2,670+35.1% |
| Participant deferral / active EE | $5,278 | $2,999+76.0% | $3,833+37.7% | $4,125+28.0% |
| Admin fee / account holder | $694 | $4,774-85.5% | $5,472-87.3% | $5,651-87.7% |