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 | $3,350 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ 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 | $165,321 | $73,404+125.2% | $87,100+89.8% | $67,579+144.6% |
| Participation rate | 92.6% | 80.9%+11.7pp | 76.9%+15.7pp | 71.3%+21.3pp |
| Annual return | 21.43% | 48.29%-26.9pp | 28.19%-6.8pp | 378.56%-357.1pp |
| Employer contribution / active EE | $4,394 | $2,014+118.2% | $2,521+74.3% | $2,148+104.6% |
| Participant deferral / active EE | $7,094 | $3,913+81.3% | $4,049+75.2% | $3,539+100.4% |
| Admin fee / account holder | $4 | $142-97.2% | $7,497-99.9% | $142-97.3% |