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 | $46,986 |
SIKICH LLP2+ years Service code 10 · EIN 36-1368081 | Accounting | $12,400 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,899 | $69,305-54.0% | $82,313-61.2% | $69,631-54.2% |
| Participation rate | 57.0% | 80.3%-23.3pp | 76.9%-19.9pp | 70.7%-13.7pp |
| Annual return | 16.85% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $794 | $1,887-57.9% | $2,428-67.3% | $2,032-60.9% |
| Participant deferral / active EE | $2,210 | $3,568-38.1% | $3,706-40.4% | $3,224-31.4% |
| Admin fee / account holder | $212 | $97+118.2% | $5,608-96.2% | $110+92.0% |