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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $2,635 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $531 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,494 | $57,921+49.3% | $84,750+2.1% | $57,658+50.0% |
| Participation rate | 72.4% | 72.9%-0.5pp | 76.6%-4.2pp | 70.2%+2.2pp |
| Annual return | -2.69% | 10.24%-12.9pp | 22.78%-25.5pp | 5.13%-7.8pp |
| Employer contribution / active EE | $772 | $2,598-70.3% | $3,574-78.4% | $1,974-60.9% |
| Participant deferral / active EE | $2,557 | $2,742-6.8% | $3,712-31.1% | $3,061-16.5% |
| Admin fee / account holder | $13 | $130-89.8% | $5,332-99.8% | $95-86.0% |