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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $45,102 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $14,161 |
GRAY HUNTER STENN LLP1+ years Service code 10 · EIN 36-3077757 | Accounting | $7,147 |
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 | $77,445 | $54,320+42.6% | $67,652+14.5% | $52,331+48.0% |
| Participation rate | 71.8% | 73.6%-1.8pp | 75.7%-3.8pp | 68.1%+3.7pp |
| Annual return | 1.36% | 6.81%-5.4pp | 6625.04%-6623.7pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,800 | $1,544+16.6% | $2,266-20.5% | $1,882-4.3% |
| Participant deferral / active EE | $3,368 | $2,950+14.2% | $3,560-5.4% | $3,022+11.4% |
| Admin fee / account holder | $407 | $527-22.6% | $4,821-91.5% | $592-31.1% |