Filed February 6, 2023
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 | $196,636 |
Filed as: ONEAMERICA SECURITIES, INC. Service code 27 · EIN 35-1159900 | Advisory (Plan) | $41,546 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,775 | $48,698-36.8% | $93,606-67.1% | $199,593-84.6% |
| Participation rate | 94.2% | 63.5%+30.7pp | 68.7%+25.5pp | 72.0%+22.2pp |
| Annual return | 13.31% | 15.34%-2.0pp | 133.20%-119.9pp | 34.25%-20.9pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $2,420-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,256 | $2,817+15.6% | $4,411-26.2% | $5,087-36.0% |
| Admin fee / account holder | $112 | $195-42.6% | $8,285-98.6% | $269-58.4% |