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: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $66,144 |
FROST BANK5+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 74-6036463 | Bank Trustee | $25,076 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,473 | $89,355+104.2% | $141,162+29.3% | $72,985+150.0% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.0pp |
| Annual return | 17.21% | 111.85%-94.6pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $5,161 | $3,114+65.7% | $4,735+9.0% | $2,440+111.5% |
| Participant deferral / active EE | $5,345 | $5,418-1.3% | $6,709-20.3% | $3,607+48.2% |
| Admin fee / account holder | $546 | $5,958-90.8% | $10,261-94.7% | $5,124-89.3% |