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 | $58,799 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $180,447 | $75,388+139.4% | $123,544+46.1% | $55,725+223.8% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.3%+15.7pp | 70.9%+27.1pp |
| Annual return | -4.59% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $7,908 | $3,063+158.2% | $4,628+70.9% | $2,078+280.5% |
| Participant deferral / active EE | $10,214 | $5,651+80.8% | $6,426+59.0% | $3,356+204.4% |
| Admin fee / account holder | $87 | $120-27.5% | $9,284-99.1% | $115-24.6% |