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 | $41,973 |
BMO HARRIS BANK NA3+ years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years 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 | $119,256 | $67,411+76.9% | $91,001+31.0% | $70,131+70.0% |
| Participation rate | 98.0% | 71.4%+26.6pp | 75.6%+22.4pp | 69.5%+28.4pp |
| Annual return | 16.00% | -40.16%+56.2pp | 4.60%+11.4pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,116 | $1,786+18.5% | $2,456-13.8% | $2,342-9.7% |
| Participant deferral / active EE | $4,997 | $2,823+77.0% | $3,547+40.9% | $3,332+50.0% |
| Admin fee / account holder | $262 | $4,236-93.8% | $5,417-95.2% | $4,645-94.4% |