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 |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES Service code 14 · EIN 46-5378846 | Plan Administrator | $215,625 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $52,800 |
REYNOLDS CONSULTING SERVICES2 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $37,500 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,847 |
ARNALL GOLDEN GREGORY LLP9 years Filed as: ARNALL GOLDEN GREGORY, LLP Service code 29 · EIN 58-1423485 | Legal | $6,741 |
BRENTWOOD ASSET ADVISORS3 years Filed as: BRENTWOOD ASSET ADVISORS, LLC Service code 16 · EIN 59-3718394 | Consulting | $6,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,006 | $241,101-84.7% | $103,374-64.2% | $199,768-81.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.61% | 17.80%-5.2pp | 24.89%-12.3pp | 34.26%-21.7pp |
| Employer contribution / active EE | $2,687 | $4,244-36.7% | $3,869-30.6% | $3,037-11.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $82 | $288-71.5% | $8,394-99.0% | $269-69.5% |