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 8-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 | $35,773 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC Service code 28 · EIN 06-1397347 | Investment Management | $7,625 |
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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,327 | $185,342-84.2% | $111,297-73.6% | $86,799-66.2% |
| Participation rate | 96.3% | 81.0%+15.3pp | 77.3%+19.0pp | 72.3%+24.0pp |
| Annual return | 18.37% | 500.80%-482.4pp | 54.65%-36.3pp | 97.91%-79.5pp |
| Employer contribution / active EE | $726 | $2,246-67.7% | $2,731-73.4% | $2,405-69.8% |
| Participant deferral / active EE | $1,918 | $4,458-57.0% | $4,487-57.2% | $4,131-53.6% |
| Admin fee / account holder | $134 | $255-47.7% | $7,964-98.3% | $170-21.2% |