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 | $90,819 |
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 | $43,096 | $73,404-41.3% | $87,100-50.5% | $67,579-36.2% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.9%+20.3pp | 71.3%+25.9pp |
| Annual return | 21.14% | 48.29%-27.2pp | 28.19%-7.1pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,386 | $2,014-31.2% | $2,521-45.0% | $2,148-35.5% |
| Participant deferral / active EE | $3,743 | $3,913-4.3% | $4,049-7.6% | $3,539+5.7% |
| Admin fee / account holder | $145 | $142+2.3% | $7,497-98.1% | $142+1.8% |