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 | $61,312 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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 | $72,304 | $65,376+10.6% | $87,100-17.0% | $65,185+10.9% |
| Participation rate | 98.5% | 75.3%+23.2pp | 76.9%+21.6pp | 70.2%+28.3pp |
| Annual return | 25.06% | 31.27%-6.2pp | 28.19%-3.1pp | 29.38%-4.3pp |
| Employer contribution / active EE | $2,484 | $1,822+36.3% | $2,521-1.5% | $2,177+14.1% |
| Participant deferral / active EE | $7,587 | $3,388+123.9% | $4,049+87.4% | $3,514+115.9% |
| Admin fee / account holder | $178 | $520-65.7% | $7,497-97.6% | $847-79.0% |