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 | $40,226 |
BMO HARRIS BANK NA2+ years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. 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 | $106,671 | $58,828+81.3% | $77,999+36.8% | $62,891+69.6% |
| Participation rate | 94.8% | 71.1%+23.7pp | 75.5%+19.3pp | 69.3%+25.5pp |
| Annual return | 8.88% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,201 | $1,672+31.7% | $2,470-10.9% | $2,281-3.5% |
| Participant deferral / active EE | $5,118 | $2,686+90.6% | $3,497+46.4% | $3,203+59.8% |
| Admin fee / account holder | $260 | $4,393-94.1% | $5,480-95.3% | $4,296-94.0% |