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 | $44,236 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $25,023 |
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 | $64,271 | $51,197+25.5% | $82,719-22.3% | $66,914-4.0% |
| Participation rate | 99.1% | 67.8%+31.2pp | 72.6%+26.5pp | 69.8%+29.3pp |
| Annual return | -18.94% | -9.64%-9.3pp | 701.18%-720.1pp | 1.58%-20.5pp |
| Employer contribution / active EE | $3,293 | $2,611+26.1% | $3,009+9.4% | $2,544+29.4% |
| Participant deferral / active EE | $6,300 | $3,458+82.2% | $4,395+43.3% | $4,237+48.7% |
| Admin fee / account holder | $309 | $416-25.6% | $5,329-94.2% | $593-47.9% |