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 | $59,515 |
BMO HARRIS BANK NA4+ years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. 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 | $42,884 | $65,118-34.1% | $76,768-44.1% | $55,725-23.0% |
| Participation rate | 84.3% | 79.6%+4.7pp | 77.0%+7.4pp | 70.9%+13.5pp |
| Annual return | -5.19% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,204 | $1,941-38.0% | $2,485-51.6% | $2,078-42.1% |
| Participant deferral / active EE | $3,363 | $3,688-8.8% | $3,852-12.7% | $3,356+0.2% |
| Admin fee / account holder | $115 | $116-0.5% | $6,675-98.3% | $115+0.1% |