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 | $82,223 |
SIKICH LLP4 years Filed as: SIKICH FINANCIAL Service code 27 · EIN 36-3168081 | Advisory (Plan) | $28,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,781 | $99,078-72.0% | $96,544-71.2% | $74,419-62.7% |
| Participation rate | 90.8% | 80.7%+10.1pp | 76.0%+14.8pp | 70.7%+20.1pp |
| Annual return | 16.81% | 22.48%-5.7pp | 25.84%-9.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,865 | $2,570-27.4% | $2,965-37.1% | $2,637-29.3% |
| Participant deferral / active EE | $3,831 | $4,933-22.3% | $4,851-21.0% | $4,528-15.4% |
| Admin fee / account holder | $142 | $225-36.8% | $8,252-98.3% | $348-59.2% |