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 | $49,877 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $25,141 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,674 | $63,745+25.0% | $98,442-19.1% | $79,386+0.4% |
| Participation rate | 99.0% | 69.9%+29.1pp | 73.3%+25.7pp | 70.7%+28.3pp |
| Annual return | 13.68% | 625.80%-612.1pp | 1492.73%-1479.0pp | 116.85%-103.2pp |
| Employer contribution / active EE | $3,681 | $2,557+44.0% | $2,960+24.4% | $2,427+51.6% |
| Participant deferral / active EE | $6,970 | $3,303+111.0% | $4,276+63.0% | $4,046+72.3% |
| Admin fee / account holder | $359 | $516-30.4% | $5,949-94.0% | $626-42.7% |