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 |
|---|---|---|
Service code 16 · EIN 13-2638166 | Consulting | $76,255 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,644 |
Service code 10 · EIN 22-1942902 | Accounting | $18,500 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 45-5378846 | Recordkeeping | $13,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $196,296 | $80,753+143.1% | $136,294+44.0% | $62,292+215.1% |
| Participation rate | 99.0% | 73.5%+25.4pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 15.52% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,094 | $2,884-27.4% | $4,695-55.4% | $2,042+2.5% |
| Participant deferral / active EE | $8,936 | $5,164+73.0% | $6,247+43.0% | $3,169+182.0% |
| Admin fee / account holder | $647 | $525+23.2% | $9,243-93.0% | $479+35.0% |