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 LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $112,487 |
SOUTHWEST SERVICE ADMINISTRATORS5+ years Service code 13 · EIN 86-0785790 2300 BUENA VISTA DR SE STE 127 · ALBUQUERQUE, NM 87106 | Contract Administrator | $14,622 |
WALKER & VAN HEIJENOORT5+ years Service code 29 · EIN 85-0369189 4263 MONTGOMERY NE · ALBUQUERQUE, NM 87109 | Legal | $12,938 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 · EIN 46-4370753 701 N 44TH STREET · PHOENIX, AZ 85008 | Accounting | $8,000 |
Annual investment return 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 | $19,710 | $52,670-62.6% | $90,404-78.2% | $73,409-73.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | -5.59% | 20.70%-26.3pp | 1293.02%-1298.6pp | 59.29%-64.9pp |
| Employer contribution / active EE | $587 | $1,872-68.7% | $3,262-82.0% | $2,234-73.7% |
| Participant deferral / active EE | $1,179 | $2,807-58.0% | $3,963-70.3% | $3,805-69.0% |
| Admin fee / account holder | $201 | $117+72.3% | $5,611-96.4% | $158+27.4% |