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 | $55,079 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,137 | $79,519+5.8% | $95,952-12.3% | $73,409+14.6% |
| Participation rate | 77.4% | 81.2%-3.8pp | 77.1%+0.3pp | 72.2%+5.2pp |
| Annual return | 14.86% | 19.20%-4.3pp | 91.61%-76.8pp | 59.29%-44.4pp |
| Employer contribution / active EE | $811 | $2,048-60.4% | $2,541-68.1% | $2,234-63.7% |
| Participant deferral / active EE | $2,800 | $4,138-32.3% | $4,167-32.8% | $3,805-26.4% |
| Admin fee / account holder | $107 | $184-41.7% | $6,795-98.4% | $158-32.0% |