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 | $72,016 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $60,965 |
WIPFLI LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $7,770 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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 | $67,924 | $73,404-7.5% | $87,100-22.0% | $67,579+0.5% |
| Participation rate | 94.9% | 80.9%+14.1pp | 76.9%+18.1pp | 71.3%+23.7pp |
| Annual return | 21.74% | 48.29%-26.6pp | 28.19%-6.5pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,630 | $2,014-19.1% | $2,521-35.3% | $2,148-24.1% |
| Participant deferral / active EE | $5,126 | $3,913+31.0% | $4,049+26.6% | $3,539+44.8% |
| Admin fee / account holder | $277 | $142+95.7% | $7,497-96.3% | $142+94.7% |