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 | $27,108 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $9,728 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $96,541 | $53,412+80.7% | $68,509+40.9% | $52,331+84.5% |
| Participation rate | 95.1% | 71.7%+23.4pp | 74.7%+20.4pp | 68.1%+27.0pp |
| Annual return | -0.73% | 3.42%-4.1pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,097 | $1,607+30.5% | $2,278-7.9% | $1,882+11.4% |
| Participant deferral / active EE | $4,859 | $2,688+80.8% | $3,382+43.7% | $3,022+60.8% |
| Admin fee / account holder | $233 | $461-49.4% | $5,275-95.6% | $592-60.6% |