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 | $39,158 |
BMO HARRIS BANK NA5+ years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 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 | $146,597 | $76,367+92.0% | $93,606+56.6% | $72,985+100.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.61% | 25.82%-4.2pp | 32.76%-11.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,474 | $2,275+8.7% | $2,718-9.0% | $2,440+1.4% |
| Participant deferral / active EE | $6,116 | $3,538+72.9% | $4,069+50.3% | $3,607+69.5% |
| Admin fee / account holder | $282 | $6,838-95.9% | $7,888-96.4% | $5,124-94.5% |