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 | $56,684 |
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 76-3192674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,137 | $185,342-71.9% | $111,297-53.2% | $86,799-39.9% |
| Participation rate | 91.2% | 81.0%+10.3pp | 77.3%+13.9pp | 72.3%+19.0pp |
| Annual return | 14.61% | 500.80%-486.2pp | 54.65%-40.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,385 | $2,246-38.3% | $2,731-49.3% | $2,405-42.4% |
| Participant deferral / active EE | $3,986 | $4,458-10.6% | $4,487-11.2% | $4,131-3.5% |
| Admin fee / account holder | $98 | $255-61.5% | $7,964-98.8% | $170-42.1% |