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: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,634 |
UNITED ACTURIAL SERVICES1 year Filed as: UNITED ACTURIAL SERVICES, INC Service code 16 · EIN 35-2156428 | Consulting | $15,000 |
ROMOLO & ASSOCIATES3 years Filed as: ROMOLO & ASOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $13,846 |
CAVANAGH & O'HARA1 year Service code 29 · EIN 37-1259635 | Legal | $10,642 |
LEE CPA AUDIT GROUP2 years Filed as: RJ LEE & ASSOCIATES, LLP Service code 13 1700 52ND AVENUE, SUITE B · MOLINE, IL 612656378 | Contract Administrator | $7,500 |
INVESTMENT CONSULTING GROUP8+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,971 | $64,119+9.1% | $112,228-37.7% | $66,914+4.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -18.49% | -13.81%-4.7pp | 27.45%-45.9pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,776 | $3,005+25.6% | $3,635+3.9% | $2,544+48.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $603 | $625-3.6% | $6,410-90.6% | $593+1.6% |