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: INTELLICENTS, INC. Service code 27 · EIN 41-1812533 | Advisory (Plan) | $116,357 |
Filed as: ONEAMERICA Service code 15 · EIN 46-5378846 | Recordkeeping | $58,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,507 | $140,800+16.8% | $89,340+84.1% | $79,634+106.6% |
| Participation rate | 73.5% | 61.9%+11.6pp | 69.6%+4.0pp | 62.5%+11.0pp |
| Annual return | 12.55% | 17.84%-5.3pp | 20.57%-8.0pp | 36.46%-23.9pp |
| Employer contribution / active EE | $3,515 | $2,021+74.0% | $2,231+57.6% | $2,529+39.0% |
| Participant deferral / active EE | $6,037 | $3,219+87.6% | $3,823+57.9% | $3,835+57.4% |
| Admin fee / account holder | $335 | $1,610-79.2% | $6,704-95.0% | $1,002-66.5% |