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 | $53,290 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $28,221 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,730 | $60,323+50.4% | $81,812+10.9% | $74,495+21.8% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.3%+24.2pp | 67.2%+29.4pp |
| Annual return | 14.91% | 16.90%-2.0pp | 773.79%-758.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,894 | $2,620+48.6% | $2,912+33.7% | $2,623+48.5% |
| Participant deferral / active EE | $7,630 | $3,387+125.2% | $4,319+76.7% | $4,346+75.6% |
| Admin fee / account holder | $353 | $1,486-76.2% | $7,386-95.2% | $1,942-81.8% |