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 225 BROADWAY SUITE 500 · SAN DIEGO, CA 92101 | Recordkeeping | $7,959 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,749 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,287 | $70,002+13.3% | $115,037-31.1% | $52,331+51.5% |
| Participation rate | 84.3% | 72.1%+12.2pp | 81.4%+2.9pp | 68.1%+16.2pp |
| Annual return | -2.40% | 4.04%-6.4pp | 26.14%-28.5pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,284 | $2,715-52.7% | $4,608-72.1% | $1,882-31.8% |
| Participant deferral / active EE | $6,426 | $4,920+30.6% | $6,026+6.6% | $3,022+112.6% |
| Admin fee / account holder | $32 | $566-94.4% | $8,175-99.6% | $592-94.6% |