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 | $62,826 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES SERVICES Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $24,375 |
EISNERAMPER LLP3+ years Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $23,000 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,673 | $89,739+89.1% | $149,718+13.3% | $62,292+172.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.01% | 21.01%-5.0pp | 1501.63%-1485.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $6,804 | $3,233+110.5% | $5,445+25.0% | $2,042+233.2% |
| Participant deferral / active EE | $8,894 | $4,797+85.4% | $6,569+35.4% | $3,169+180.6% |
| Admin fee / account holder | $441 | $551-20.0% | $11,283-96.1% | $479-8.0% |