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 Service code 15 · EIN 36-2085229 | Recordkeeping | $23,531 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $7,370 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,132 | $72,770-32.5% | $67,652-27.4% | $55,191-11.0% |
| Participation rate | 86.7% | 78.8%+7.9pp | 75.7%+11.0pp | 69.2%+17.5pp |
| Annual return | -1.42% | -3.26%+1.8pp | 6625.04%-6626.5pp | 10.78%-12.2pp |
| Employer contribution / active EE | $584 | $1,769-67.0% | $2,266-74.2% | $1,899-69.3% |
| Participant deferral / active EE | $2,269 | $3,408-33.4% | $3,560-36.3% | $3,046-25.5% |
| Admin fee / account holder | $102 | $79+29.0% | $4,821-97.9% | $91+12.0% |