See peer percentile detail. $4.99 for your first month.
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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 | $110,004 |
FGMK, LLC5+ years Service code 10 · EIN 36-2929601 | Accounting | $19,307 |
JEFFREY W. KROL & ASSOCIATES5+ years Service code 10 · EIN 36-3094368 | Accounting | $11,340 |
THOMAS PARAVOLA5+ years Filed as: THOMAS J. PARAVOLA Service code 29 · EIN 36-0522075 | Legal | $9,850 |
DANIEL AND HENRY CO1 year Filed as: THE DANIEL AND HENRY CO Service code 23 150 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Direct payment from the plan; Insuran... | $5,403 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,827 | $95,776-91.8% | $162,163-95.2% | $77,787-89.9% |
| Participation rate | 54.7% | 88.6%-33.9pp | 87.6%-32.9pp | 73.2%-18.5pp |
| Annual return | 16.80% | 37.03%-20.2pp | 115.59%-98.8pp | 32.57%-15.8pp |
| Employer contribution / active EE | $421 | $3,874-89.1% | $5,614-92.5% | $2,504-83.2% |
| Participant deferral / active EE | $38 | $6,125-99.4% | $7,298-99.5% | $3,967-99.0% |
| Admin fee / account holder | $207 | $88+135.7% | $10,843-98.1% | $100+106.6% |