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 | $32,057 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS LLC Service code 27 27400 NORTHWESTERN HWY · SOUTHFIELD, MI 48034 | Advisory (Plan) | $28,786 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,549 | $49,138+47.6% | $84,015-13.6% | $65,185+11.3% |
| Participation rate | 97.7% | 60.7%+36.9pp | 69.0%+28.6pp | 70.2%+27.5pp |
| Annual return | 2.89% | 23.00%-20.1pp | 71.31%-68.4pp | 29.38%-26.5pp |
| Employer contribution / active EE | $1,737 | $914+90.1% | $1,983-12.4% | $2,177-20.2% |
| Participant deferral / active EE | $1,921 | $2,397-19.9% | $3,239-40.7% | $3,514-45.3% |
| Admin fee / account holder | $425 | $543-21.7% | $6,101-93.0% | $847-49.8% |