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 |
|---|---|---|
REAMS ASSET MANAGEMENT7+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $34,863 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $33,408 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,427 | $72,607+20.4% | $90,749-3.7% | $66,914+30.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -5.83% | -12.28%+6.4pp | -12.16%+6.3pp | 1.58%-7.4pp |
| Employer contribution / active EE | $6,341 | $2,369+167.7% | $2,921+117.1% | $2,544+149.2% |
| Participant deferral / active EE | $420 | $3,977-89.4% | $4,564-90.8% | $4,237-90.1% |
| Admin fee / account holder | $481 | $707-32.0% | $8,445-94.3% | $593-19.0% |