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 | $52,031 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $6,331 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,843 | $101,317-50.8% | $146,958-66.1% | $74,495-33.1% |
| Participation rate | 76.1% | 75.5%+0.6pp | 82.2%-6.0pp | 67.2%+8.9pp |
| Annual return | 427.09% | 8730.91%-8303.8pp | 418.34%+8.8pp | 1364.94%-937.9pp |
| Employer contribution / active EE | $2,395 | $3,810-37.1% | $4,933-51.4% | $2,623-8.7% |
| Participant deferral / active EE | $4,979 | $7,303-31.8% | $8,070-38.3% | $4,346+14.6% |
| Admin fee / account holder | $65 | $1,739-96.2% | $12,998-99.5% | $1,942-96.6% |