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 | $191,103 |
THOMAS PARAVOLA9+ years Filed as: THOMAS J. PARAVOLA Service code 28 · EIN 36-0522075 | Investment Management | $40,500 |
FGMK, LLC9+ years Service code 10 · EIN 36-2929601 | Accounting | $28,603 |
JEFFREY W. KROL & ASSOCIATES9+ years Service code 28 · EIN 36-3094368 | Investment Management | $22,950 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,770 | $100,227-68.3% | $169,993-81.3% | $74,419-57.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 26.89% | 66.08%-39.2pp | 53.37%-26.5pp | 34.38%-7.5pp |
| Employer contribution / active EE | $766 | $4,263-82.0% | $6,785-88.7% | $2,637-70.9% |
| Participant deferral / active EE | $85 | $7,143-98.8% | $10,408-99.2% | $4,528-98.1% |
| Admin fee / account holder | $412 | $234+75.9% | $12,815-96.8% | $348+18.5% |