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 | $47,269 |
BMO HARRIS BANK NA7+ years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,835 | $185,342-63.9% | $111,297-39.9% | $86,799-23.0% |
| Participation rate | 91.7% | 81.0%+10.7pp | 77.3%+14.4pp | 72.3%+19.4pp |
| Annual return | 14.68% | 500.80%-486.1pp | 54.65%-40.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,464 | $2,246-34.8% | $2,731-46.4% | $2,405-39.2% |
| Participant deferral / active EE | $4,866 | $4,458+9.1% | $4,487+8.4% | $4,131+17.8% |
| Admin fee / account holder | $83 | $255-67.4% | $7,964-99.0% | $170-50.9% |