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 | $54,443 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $96,820 | $185,342-47.8% | $111,297-13.0% | $86,799+11.5% |
| Participation rate | 79.7% | 81.0%-1.3pp | 77.3%+2.4pp | 72.3%+7.4pp |
| Annual return | 19.71% | 500.80%-481.1pp | 54.65%-34.9pp | 97.91%-78.2pp |
| Employer contribution / active EE | $811 | $2,246-63.9% | $2,731-70.3% | $2,405-66.3% |
| Participant deferral / active EE | $2,957 | $4,458-33.7% | $4,487-34.1% | $4,131-28.4% |
| Admin fee / account holder | $105 | $255-58.8% | $7,964-98.7% | $170-37.9% |