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 | $37,683 |
BMO HARRIS BANK NA6+ years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 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 | $162,446 | $81,208+100.0% | $98,907+64.2% | $79,858+103.4% |
| Participation rate | 97.3% | 72.5%+24.8pp | 76.0%+21.3pp | 69.6%+27.7pp |
| Annual return | 13.37% | 60.99%-47.6pp | 196.43%-183.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,607 | $1,960+33.0% | $2,689-3.0% | $2,471+5.5% |
| Participant deferral / active EE | $7,034 | $3,265+115.4% | $4,244+65.7% | $3,740+88.1% |
| Admin fee / account holder | $273 | $6,013-95.5% | $6,642-95.9% | $5,306-94.9% |