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 | $64,795 |
BMO HARRIS BANK NA5+ years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ 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 | $51,034 | $73,404-30.5% | $87,100-41.4% | $67,579-24.5% |
| Participation rate | 88.3% | 80.9%+7.4pp | 76.9%+11.4pp | 71.3%+17.0pp |
| Annual return | 25.77% | 48.29%-22.5pp | 28.19%-2.4pp | 378.56%-352.8pp |
| Employer contribution / active EE | $1,386 | $2,014-31.2% | $2,521-45.0% | $2,148-35.5% |
| Participant deferral / active EE | $3,941 | $3,913+0.7% | $4,049-2.7% | $3,539+11.4% |
| Admin fee / account holder | $113 | $142-20.1% | $7,497-98.5% | $142-20.5% |