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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,823 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $22,708 |
BKD, LLP4 years Service code 10 · EIN 44-0160260 | Accounting | $14,872 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,515 | $51,620+15.3% | $90,281-34.1% | $65,185-8.7% |
| Participation rate | 98.1% | 68.6%+29.5pp | 73.3%+24.9pp | 70.2%+27.9pp |
| Annual return | 19.73% | 24.94%-5.2pp | 78.10%-58.4pp | 29.38%-9.7pp |
| Employer contribution / active EE | $3,573 | $2,235+59.9% | $2,854+25.2% | $2,177+64.2% |
| Participant deferral / active EE | $6,523 | $2,871+127.2% | $3,885+67.9% | $3,514+85.6% |
| Admin fee / account holder | $354 | $384-7.8% | $5,351-93.4% | $847-58.2% |