See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,161 |
CAVANAGH & O'HARA2 years Service code 29 · EIN 37-1259635 | Legal | $16,862 |
ROMOLO & ASSOCIATES4 years Filed as: ROMOLO & ASOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $12,128 |
LEE CPA AUDIT GROUP3 years Filed as: RJ LEE & ASSOCIATES, LLP Service code 13 · EIN 84-4052574 | Contract Administrator | $8,500 |
INVESTMENT CONSULTING GROUP9+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $5,250 |
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,717 | $76,670-1.2% | $96,683-21.7% | $71,457+6.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.92% | 48.29%-28.4pp | 35.69%-15.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $3,536 | $3,031+16.7% | $3,737-5.4% | $2,588+36.7% |
| Participant deferral / active EE | $23 | $3,771-99.4% | $4,878-99.5% | $4,289-99.5% |
| Admin fee / account holder | $509 | $2,028-74.9% | $6,730-92.4% | $1,587-67.9% |