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 | $47,347 |
BMO HARRIS BANK NA5 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 | $236,660 | $100,801+134.8% | $149,696+58.1% | $73,409+222.4% |
| Participation rate | 97.6% | 77.7%+19.9pp | 82.5%+15.1pp | 72.2%+25.4pp |
| Annual return | 14.36% | 265.34%-251.0pp | 276.60%-262.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $8,330 | $3,312+151.5% | $4,644+79.4% | $2,234+272.9% |
| Participant deferral / active EE | $10,592 | $6,404+65.4% | $6,842+54.8% | $3,805+178.3% |
| Admin fee / account holder | $74 | $181-59.1% | $9,309-99.2% | $158-53.1% |