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 | $96,104 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,232 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | 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 | $42,080 | $74,024-43.2% | $77,999-46.1% | $57,658-27.0% |
| Participation rate | 75.2% | 79.7%-4.6pp | 75.5%-0.4pp | 70.2%+4.9pp |
| Annual return | 10.59% | 12.14%-1.5pp | 425.96%-415.4pp | 5.13%+5.5pp |
| Employer contribution / active EE | $1,775 | $2,365-25.0% | $2,470-28.1% | $1,974-10.1% |
| Participant deferral / active EE | $4,180 | $3,533+18.3% | $3,497+19.5% | $3,061+36.6% |
| Admin fee / account holder | $131 | $93+40.4% | $5,480-97.6% | $95+38.5% |