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 | $78,646 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANKN N.A. Service code 19 | Securities Custodian | $0 |
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 | $83,742 | $73,404+14.1% | $87,100-3.9% | $67,579+23.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 22.61% | 48.29%-25.7pp | 28.19%-5.6pp | 378.56%-355.9pp |
| Employer contribution / active EE | $3,317 | $2,014+64.7% | $2,521+31.6% | $2,148+54.4% |
| Participant deferral / active EE | $5,645 | $3,913+44.3% | $4,049+39.4% | $3,539+59.5% |
| Admin fee / account holder | $128 | $142-9.5% | $7,497-98.3% | $142-10.0% |