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 | $46,729 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $24,261 |
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 | $77,512 | $58,264+33.0% | $86,612-10.5% | $71,457+8.5% |
| Participation rate | 99.1% | 65.0%+34.1pp | 71.7%+27.4pp | 67.9%+31.2pp |
| Annual return | 20.92% | 21.63%-0.7pp | 591.07%-570.1pp | 28.85%-7.9pp |
| Employer contribution / active EE | $4,964 | $2,574+92.8% | $3,022+64.2% | $2,588+91.8% |
| Participant deferral / active EE | $6,793 | $3,436+97.7% | $4,438+53.1% | $4,289+58.4% |
| Admin fee / account holder | $312 | $1,057-70.5% | $5,614-94.5% | $1,587-80.4% |