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 | $196,629 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,791 | $185,342+1.3% | $111,297+68.7% | $86,799+116.3% |
| Participation rate | 89.4% | 81.0%+8.5pp | 77.3%+12.1pp | 72.3%+17.2pp |
| Annual return | 12.19% | 500.80%-488.6pp | 54.65%-42.5pp | 97.91%-85.7pp |
| Employer contribution / active EE | $5,274 | $2,246+134.8% | $2,731+93.1% | $2,405+119.3% |
| Participant deferral / active EE | $7,238 | $4,458+62.3% | $4,487+61.3% | $4,131+75.2% |
| Admin fee / account holder | $204 | $255-20.2% | $7,964-97.4% | $170+20.2% |