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 | $2,300 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, INC Service code 15 | Recordkeeping | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,350 | $65,118+141.6% | $76,768+105.0% | $55,725+182.4% |
| Participation rate | 96.6% | 79.6%+17.0pp | 77.0%+19.7pp | 70.9%+25.8pp |
| Annual return | 2.41% | -1.27%+3.7pp | 2.43%0pp | 244.93%-242.5pp |
| Employer contribution / active EE | $4,609 | $1,941+137.5% | $2,485+85.5% | $2,078+121.8% |
| Participant deferral / active EE | $7,147 | $3,688+93.8% | $3,852+85.6% | $3,356+113.0% |
| Admin fee / account holder | $3 | $116-97.6% | $6,675-100.0% | $115-97.6% |