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 | $62,443 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC Service code 28 · EIN 06-1397347 | Investment Management | $5,250 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,028 | $73,638+18.2% | $95,952-9.3% | $73,488+18.4% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 15.03% | 16.78%-1.8pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,422 | $1,863-23.7% | $2,541-44.0% | $2,270-37.3% |
| Participant deferral / active EE | $7,946 | $3,617+119.7% | $4,167+90.7% | $3,740+112.5% |
| Admin fee / account holder | $210 | $482-56.5% | $6,795-96.9% | $513-59.2% |