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 | $21,687 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $18,094 |
MADISON WEALTH MANAGEMENT3+ years Service code 28 · EIN 31-1725548 | Investment Management | $13,761 |
SMEDLEY FINANCIAL SERVICES, INC.3+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $10,689 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $405,445 | $155,795+160.2% | $136,294+197.5% | $69,631+482.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.06% | 232464.33%-232448.3pp | 5155.94%-5139.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $18,431 | $2,991+516.2% | $4,695+292.5% | $2,032+807.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $169 | $128+32.0% | $9,243-98.2% | $110+53.3% |