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 | $23,851 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $155,090 | $71,802+116.0% | $133,980+15.8% | $57,658+169.0% |
| Participation rate | 86.8% | 85.5%+1.4pp | 87.1%-0.2pp | 70.2%+16.6pp |
| Annual return | 10.76% | 13.51%-2.7pp | 29.30%-18.5pp | 5.13%+5.6pp |
| Employer contribution / active EE | $2,084 | $3,161-34.1% | $5,211-60.0% | $1,974+5.6% |
| Participant deferral / active EE | $11,690 | $4,606+153.8% | $6,282+86.1% | $3,061+282.0% |
| Admin fee / account holder | $36 | $88-58.9% | $9,324-99.6% | $95-61.9% |