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 | $62,078 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 8801 RIVER CROSSING BLVD · INDIANAPOLIS, IN 46240 | Investment Management | $35,000 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,377 | $66,601+52.2% | $92,893+9.1% | $67,579+50.0% |
| Participation rate | 71.7% | 72.5%-0.8pp | 76.0%-4.3pp | 71.3%+0.4pp |
| Annual return | 4.76% | 92.58%-87.8pp | 109.41%-104.6pp | 378.56%-373.8pp |
| Employer contribution / active EE | $955 | $2,775-65.6% | $3,653-73.9% | $2,148-55.6% |
| Participant deferral / active EE | $3,359 | $3,157+6.4% | $4,236-20.7% | $3,539-5.1% |
| Admin fee / account holder | $316 | $199+58.8% | $5,794-94.5% | $142+122.0% |