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 | $24,568 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,990 | $54,368+15.9% | $117,039-46.2% | $62,292+1.1% |
| Participation rate | 65.1% | 64.9%+0.2pp | 77.2%-12.1pp | 69.5%-4.4pp |
| Annual return | 17.45% | 21.77%-4.3pp | 18.95%-1.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $720 | $1,692-57.4% | $3,785-81.0% | $2,042-64.7% |
| Participant deferral / active EE | $2,048 | $2,269-9.7% | $3,929-47.9% | $3,169-35.4% |
| Admin fee / account holder | $208 | $493-57.8% | $5,974-96.5% | $479-56.6% |