See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $55,063 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,439 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,600 | $81,474+79.9% | $133,956+9.4% | $73,488+99.5% |
| Participation rate | 97.8% | 76.4%+21.5pp | 79.8%+18.0pp | 70.7%+27.1pp |
| Annual return | 15.59% | 19.40%-3.8pp | 45.09%-29.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $9,592 | $2,209+334.2% | $3,919+144.8% | $2,270+322.5% |
| Participant deferral / active EE | $5,227 | $3,786+38.0% | $5,048+3.6% | $3,740+39.8% |
| Admin fee / account holder | $409 | $713-42.7% | $8,927-95.4% | $513-20.3% |