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 | $51,323 |
VRAKAS ADVISORS1 year Service code 10 · EIN 83-1819454 | Accounting | $11,880 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,224 | $64,707+396.4% | $112,228+186.2% | $68,494+369.0% |
| Participation rate | 98.7% | 67.2%+31.6pp | 75.1%+23.6pp | 67.9%+30.8pp |
| Annual return | -16.61% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $8,694 | $2,746+216.6% | $3,635+139.2% | $2,596+234.9% |
| Participant deferral / active EE | $6,820 | $3,565+91.3% | $4,728+44.3% | $4,027+69.4% |
| Admin fee / account holder | $569 | $5,232-89.1% | $6,410-91.1% | $5,403-89.5% |