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 | $58,487 |
BMO HARRIS BANK NA6+ years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA5+ 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 | $64,259 | $79,519-19.2% | $95,952-33.0% | $73,409-12.5% |
| Participation rate | 89.7% | 81.2%+8.5pp | 77.1%+12.6pp | 72.2%+17.5pp |
| Annual return | 16.19% | 19.20%-3.0pp | 91.61%-75.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,546 | $2,048-24.5% | $2,541-39.2% | $2,234-30.8% |
| Participant deferral / active EE | $4,554 | $4,138+10.0% | $4,167+9.3% | $3,805+19.7% |
| Admin fee / account holder | $112 | $184-39.1% | $6,795-98.3% | $158-28.9% |