See peer percentile detail. $4.99 for your first month.
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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 | $79,981 |
FROST BANK4 years Service code 27 P.O.BOX 1600 · SAN ANTONIO, TX 78296 | Advisory (Plan) | $7,389 |
BMO HARRIS BANK NA4 years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $179,942 | $65,376+175.2% | $87,100+106.6% | $65,185+176.0% |
| Participation rate | 96.6% | 75.3%+21.3pp | 76.9%+19.7pp | 70.2%+26.4pp |
| Annual return | 22.80% | 31.27%-8.5pp | 28.19%-5.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $3,050 | $1,822+67.3% | $2,521+21.0% | $2,177+40.1% |
| Participant deferral / active EE | $4,165 | $3,388+22.9% | $4,049+2.9% | $3,514+18.5% |
| Admin fee / account holder | $543 | $520+4.4% | $7,497-92.8% | $847-35.9% |