See peer percentile detail. $4.99 for your first month.
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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 | $13,019 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $9,876 |
Service code 28 · EIN 31-1725548 | Investment Management | $7,511 |
SMEDLEY FINANCIAL SERVICES, INC.3+ years Filed as: SMEDLEY FINANCIAL SERVICES Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $5,835 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | 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 | $191,896 | $155,795+23.2% | $136,294+40.8% | $69,631+175.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.88% | 232464.33%-232446.5pp | 5155.94%-5138.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $10,050 | $5,394+86.3% | $6,247+60.9% | $3,224+211.8% |
| Admin fee / account holder | $84 | $128-34.3% | $9,243-99.1% | $110-23.7% |