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 | $28,240 |
CAVANAGH & O'HARA3 years Service code 29 · EIN 37-1259635 | Legal | $12,526 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $11,500 |
LEE CPA AUDIT GROUP4 years Filed as: RJ LEE & ASSOCIATES, LLP Service code 13 · EIN 84-4052574 | Contract Administrator | $9,500 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,509 | $80,724+25.7% | $103,333-1.8% | $74,495+36.3% |
| Participation rate | 69.1% | 65.7%+3.5pp | 74.5%-5.4pp | 67.2%+1.9pp |
| Annual return | 14.78% | 27.56%-12.8pp | 24.88%-10.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,895 | $3,157-8.3% | $3,868-25.2% | $2,623+10.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $601 | $2,368-74.6% | $8,355-92.8% | $1,942-69.0% |