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 | $28,937 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $187,283 | $81,537+129.7% | $149,718+25.1% | $69,631+169.0% |
| Participation rate | 86.3% | 86.1%+0.2pp | 87.1%-0.8pp | 70.7%+15.6pp |
| Annual return | 20.43% | 22.79%-2.4pp | 1501.63%-1481.2pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $2,166 | $3,239-33.1% | $5,445-60.2% | $2,032+6.6% |
| Participant deferral / active EE | $11,838 | $4,994+137.0% | $6,569+80.2% | $3,224+267.2% |
| Admin fee / account holder | $42 | $107-61.0% | $11,283-99.6% | $110-62.3% |