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 | $82,300 |
WIPFLI LLP2+ years Filed as: SMITH & GESTELAND, LLP Service code 10 · EIN 39-0857178 | Accounting | $5,000 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,270 | $63,905-18.2% | $74,183-29.5% | $57,658-9.3% |
| Participation rate | 93.9% | 79.8%+14.2pp | 76.6%+17.3pp | 70.2%+23.7pp |
| Annual return | 8.54% | 60.60%-52.1pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,091 | $3,448+18.6% | $3,550+15.2% | $3,061+33.7% |
| Admin fee / account holder | $163 | $91+78.8% | $5,586-97.1% | $95+72.3% |