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 | $22,903 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP, Service code 27 111 E KILBORUN AVENUE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $14,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,398 | $76,050-12.7% | $96,544-31.2% | $71,457-7.1% |
| Participation rate | 91.7% | 74.4%+17.3pp | 76.0%+15.7pp | 67.9%+23.7pp |
| Annual return | 14.34% | 22.81%-8.5pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,268 | $2,244-43.5% | $2,965-57.2% | $2,588-51.0% |
| Participant deferral / active EE | $4,360 | $4,215+3.4% | $4,851-10.1% | $4,289+1.7% |
| Admin fee / account holder | $213 | $2,707-92.1% | $8,252-97.4% | $1,587-86.6% |