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 | $39,690 |
REAMS ASSET MANAGEMENT9+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $39,237 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,922 | $78,485+22.2% | $106,213-9.7% | $74,495+28.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 20.61% | 15.95%+4.7pp | 116.14%-95.5pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $3,725 | $2,523+47.6% | $3,171+17.4% | $2,623+42.0% |
| Participant deferral / active EE | $408 | $4,322-90.6% | $5,016-91.9% | $4,346-90.6% |
| Admin fee / account holder | $552 | $2,232-75.3% | $11,033-95.0% | $1,942-71.6% |