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 | $38,611 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $21,731 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $5,200 |
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 | $69,021 | $66,124+4.4% | $90,404-23.7% | $73,488-6.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 16.80% | 17.65%-0.9pp | 1293.02%-1276.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $3,088 | $2,346+31.6% | $3,262-5.3% | $2,270+36.0% |
| Participant deferral / active EE | $6,425 | $3,039+111.4% | $3,963+62.1% | $3,740+71.8% |
| Admin fee / account holder | $290 | $396-26.8% | $5,611-94.8% | $513-43.5% |