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 | $24,723 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $37,111 | $58,101-36.1% | $118,925-68.8% | $73,409-49.4% |
| Participation rate | 79.6% | 56.1%+23.5pp | 75.4%+4.2pp | 72.2%+7.4pp |
| Annual return | 14.29% | 20.56%-6.3pp | 35.88%-21.6pp | 59.29%-45.0pp |
| Employer contribution / active EE | $648 | $1,445-55.2% | $3,263-80.1% | $2,234-71.0% |
| Participant deferral / active EE | $1,480 | $2,400-38.3% | $4,265-65.3% | $3,805-61.1% |
| Admin fee / account holder | $108 | $138-21.8% | $6,581-98.4% | $158-31.6% |