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 | $36,242 |
KNW GROUP1+ years Service code 27 · EIN 35-2179858 | Advisory (Plan) | $30,121 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $11,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,947 | $55,182+5.0% | $73,307-21.0% | $55,191+5.0% |
| Participation rate | 62.9% | 73.9%-11.1pp | 74.9%-12.0pp | 69.2%-6.3pp |
| Annual return | 0.95% | 8.55%-7.6pp | 5.67%-4.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,383 | $1,935-28.5% | $3,237-57.3% | $1,899-27.2% |
| Participant deferral / active EE | $2,667 | $4,641-42.5% | $4,991-46.6% | $3,046-12.5% |
| Admin fee / account holder | $267 | $68+290.2% | $5,637-95.3% | $91+194.4% |