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 8-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 | $143,003 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 100 S. ASHLEY DRIVE, STE 620 · TAMPA, FL 33602 | Advisory (Plan) | $28,333 |
PKF O'CONNOR DAVIES, LLP8+ years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $21,871 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,804 | $31,741-15.6% | $56,411-52.5% | $199,593-86.6% |
| Participation rate | 96.7% | 32.3%+64.3pp | 52.5%+44.2pp | 72.0%+24.7pp |
| Annual return | 15.29% | 14.72%+0.6pp | 1701.33%-1686.0pp | 34.25%-19.0pp |
| Employer contribution / active EE | $405 | $508-20.1% | $1,039-61.0% | $3,034-86.6% |
| Participant deferral / active EE | $3,021 | $1,184+155.2% | $1,952+54.8% | $5,087-40.6% |
| Admin fee / account holder | $147 | $426-65.5% | $2,829-94.8% | $269-45.3% |