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 | $25,887 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 4200 W. 115TH STREET · LEAWOOD, KS 66211 | Advisory (Plan) | $8,730 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 73-3182374 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,827 | $80,968+15.9% | $96,544-2.8% | $75,163+24.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -4.75% | 27.06%-31.8pp | 25.84%-30.6pp | 160.62%-165.4pp |
| Employer contribution / active EE | $1,184 | $2,282-48.1% | $2,965-60.1% | $2,670-55.7% |
| Participant deferral / active EE | $1,868 | $3,928-52.4% | $4,851-61.5% | $4,125-54.7% |
| Admin fee / account holder | $405 | $6,724-94.0% | $8,252-95.1% | $5,651-92.8% |