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 Service code 15 · EIN 46-5378846 | Recordkeeping | $43,738 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 50 1 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Direct Payment | $40,000 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $219,831 | $89,652+145.2% | $141,162+55.7% | $65,185+237.2% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.5%+15.9pp | 70.2%+28.1pp |
| Annual return | 22.52% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $8,675 | $3,065+183.1% | $4,735+83.2% | $2,177+298.6% |
| Participant deferral / active EE | $10,934 | $5,691+92.1% | $6,709+63.0% | $3,514+211.2% |
| Admin fee / account holder | $382 | $569-32.7% | $10,261-96.3% | $847-54.9% |