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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $52,540 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,041 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,640 | $72,770-51.0% | $67,652-47.3% | $55,191-35.4% |
| Participation rate | 98.2% | 78.8%+19.4pp | 75.7%+22.5pp | 69.2%+29.0pp |
| Annual return | 0.11% | -3.26%+3.4pp | 6625.04%-6624.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,208 | $1,769-31.7% | $2,266-46.7% | $1,899-36.4% |
| Participant deferral / active EE | $2,882 | $3,408-15.4% | $3,560-19.0% | $3,046-5.4% |
| Admin fee / account holder | $139 | $79+75.9% | $4,821-97.1% | $91+52.7% |