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 | $36,531 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $18,969 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,396 | $65,376-3.0% | $87,100-27.2% | $65,185-2.7% |
| Participation rate | 75.8% | 75.3%+0.5pp | 76.9%-1.0pp | 70.2%+5.6pp |
| Annual return | 25.30% | 31.27%-6.0pp | 28.19%-2.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $779 | $1,822-57.2% | $2,521-69.1% | $2,177-64.2% |
| Participant deferral / active EE | $1,887 | $3,388-44.3% | $4,049-53.4% | $3,514-46.3% |
| Admin fee / account holder | $427 | $520-17.9% | $7,497-94.3% | $847-49.6% |