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 | $112,997 |
SIKICH LLP5 years Filed as: SIKICH FINANCIAL Service code 27 · EIN 36-3168081 | Advisory (Plan) | $21,998 |
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 | $28,867 | $88,890-67.5% | $102,423-71.8% | $77,643-62.8% |
| Participation rate | 91.3% | 80.9%+10.4pp | 76.5%+14.8pp | 70.6%+20.8pp |
| Annual return | 12.68% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,650 | $2,698-38.8% | $3,023-45.4% | $2,726-39.5% |
| Participant deferral / active EE | $3,514 | $5,145-31.7% | $5,053-30.5% | $4,647-24.4% |
| Admin fee / account holder | $148 | $235-37.2% | $9,451-98.4% | $430-65.6% |