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 | $51,478 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $208,191 | $88,122+136.3% | $141,162+47.5% | $67,579+208.1% |
| Participation rate | 98.0% | 76.5%+21.5pp | 82.5%+15.5pp | 71.3%+26.7pp |
| Annual return | 19.71% | 75.40%-55.7pp | 71.39%-51.7pp | 378.56%-358.8pp |
| Employer contribution / active EE | $8,503 | $3,224+163.7% | $4,735+79.6% | $2,148+295.9% |
| Participant deferral / active EE | $12,105 | $5,958+103.2% | $6,709+80.4% | $3,539+242.0% |
| Admin fee / account holder | $78 | $131-40.4% | $10,261-99.2% | $142-45.2% |