See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,303 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $7,288 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,017 | $100,923-47.5% | $150,045-64.7% | $74,304-28.6% |
| Participation rate | 91.0% | 70.1%+20.9pp | 82.3%+8.7pp | 60.3%+30.7pp |
| Annual return | 28.28% | 51.77%-23.5pp | 62.55%-34.3pp | 29.43%-1.1pp |
| Employer contribution / active EE | $6,371 | $3,463+84.0% | $4,693+35.8% | $2,241+184.3% |
| Participant deferral / active EE | $11,974 | $6,709+78.5% | $7,997+49.7% | $3,767+217.8% |
| Admin fee / account holder | $39 | $2,767-98.6% | $13,435-99.7% | $2,969-98.7% |