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 | $74,767 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC Service code 28 · EIN 06-1397347 | Investment Management | $19,600 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,675 | $84,936+12.6% | $111,297-14.0% | $79,386+20.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 16.77% | 17.45%-0.7pp | 54.65%-37.9pp | 116.85%-100.1pp |
| Employer contribution / active EE | $2,566 | $1,979+29.7% | $2,731-6.0% | $2,427+5.7% |
| Participant deferral / active EE | $8,194 | $3,888+110.7% | $4,487+82.6% | $4,046+102.5% |
| Admin fee / account holder | $286 | $537-46.8% | $7,964-96.4% | $626-54.4% |