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 64 · EIN 46-5378846 | Recordkeeping Fees | $80,360 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST STE 100 · OMAHA, NE 68130 | Accounting | $13,665 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON-MCSHANE CORP Service code 13 · EIN 41-0956552 4200 UNIVERSITY AVESTE320 · WEST DES MOINES, IA 50266 | Contract Administrator | $11,490 |
BLAKE & UHLIG, P.A.2+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 753 STATE AVE · KANSAS CITY, KS 66101 | Legal | $10,043 |
INVESTMENT CONSULTING GROUP2+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE RD ST 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $10,000 |
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 | $106,223 | $60,545+75.4% | $92,233+15.2% | $69,631+52.6% |
| Participation rate | 95.5% | 72.2%+23.4pp | 76.5%+19.1pp | 70.7%+24.9pp |
| Annual return | 13.00% | 19.71%-6.7pp | 176.28%-163.3pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $8,299 | $2,633+215.2% | $3,679+125.6% | $2,032+308.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $431 | $145+198.0% | $5,194-91.7% | $110+290.6% |