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 | $111,949 |
SIKICH LLP6 years Filed as: SIKICH FINANCIAL Service code 27 · EIN 36-3168081 | Advisory (Plan) | $21,860 |
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 | $38,091 | $98,727-61.4% | $113,168-66.3% | $85,563-55.5% |
| Participation rate | 89.3% | 80.8%+8.5pp | 76.6%+12.7pp | 66.0%+23.3pp |
| Annual return | 17.66% | 17.43%+0.2pp | 24.27%-6.6pp | 31.51%-13.9pp |
| Employer contribution / active EE | $2,106 | $2,907-27.5% | $2,975-29.2% | $2,654-20.6% |
| Participant deferral / active EE | $4,192 | $5,424-22.7% | $5,107-17.9% | $4,375-4.2% |
| Admin fee / account holder | $145 | $357-59.3% | $12,068-98.8% | $834-82.6% |