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 15 · EIN 35-0145825 | Recordkeeping | $15,292 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $5,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,139 | $62,127-40.2% | $81,382-54.4% | $74,495-50.1% |
| Participation rate | 64.3% | 64.0%+0.3pp | 69.5%-5.2pp | 67.2%-2.9pp |
| Annual return | 13.29% | 16.48%-3.2pp | 24.73%-11.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,099 | $3,229-35.0% | $3,883-45.9% | $4,346-51.7% |
| Admin fee / account holder | $67 | $1,934-96.6% | $5,768-98.8% | $1,942-96.6% |