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 | $31,878 |
FREYBERG HINKLE ET AL5+ years Filed as: FREYBERG, HINKLE, ASHLAND, POWERS & Service code 10 · EIN 39-1531945 | Accounting | $7,200 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,266 | $98,982+24.5% | $162,163-24.0% | $65,185+89.1% |
| Participation rate | 43.2% | 85.8%-42.6pp | 87.6%-44.4pp | 70.2%-27.0pp |
| Annual return | 23.64% | 24.84%-1.2pp | 115.59%-92.0pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,111 | $5,384-42.2% | $7,298-57.4% | $3,514-11.5% |
| Admin fee / account holder | $488 | $596-18.1% | $10,843-95.5% | $847-42.3% |