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 | $38,046 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,948 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,569 | $59,263+52.8% | $96,562-6.2% | $79,386+14.1% |
| Participation rate | 98.4% | 61.9%+36.5pp | 69.8%+28.6pp | 70.7%+27.7pp |
| Annual return | 21.17% | 27.07%-5.9pp | 37.78%-16.6pp | 116.85%-95.7pp |
| Employer contribution / active EE | $1,880 | $1,216+54.7% | $2,356-20.2% | $2,427-22.5% |
| Participant deferral / active EE | $2,336 | $2,948-20.8% | $3,849-39.3% | $4,046-42.3% |
| Admin fee / account holder | $475 | $658-27.8% | $6,181-92.3% | $626-24.1% |