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 | $66,338 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 8801 RIVER CROSSING BLVD · INDIANAPOLIS, IN 46240 | Investment Management | $35,000 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,982 | $106,236+4.5% | $112,228-1.1% | $64,808+71.2% |
| Participation rate | 66.6% | 71.7%-5.1pp | 75.1%-8.5pp | 71.5%-4.9pp |
| Annual return | 5.52% | -6.02%+11.5pp | 27.45%-21.9pp | 32.82%-27.3pp |
| Employer contribution / active EE | $948 | $3,166-70.1% | $3,635-73.9% | $2,506-62.2% |
| Participant deferral / active EE | $3,235 | $3,785-14.5% | $4,728-31.6% | $4,310-24.9% |
| Admin fee / account holder | $310 | $452-31.4% | $6,410-95.2% | $188+65.0% |