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 | $109,955 |
BMO HARRIS BANK NA1 year Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,581 | $69,159+9.3% | $125,175-39.6% | $67,579+11.8% |
| Participation rate | 97.7% | 78.2%+19.5pp | 79.8%+17.9pp | 71.3%+26.4pp |
| Annual return | 21.86% | 27.12%-5.3pp | 43.79%-21.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $920 | $2,023-54.5% | $3,865-76.2% | $2,148-57.1% |
| Participant deferral / active EE | $3,269 | $3,700-11.7% | $4,937-33.8% | $3,539-7.7% |
| Admin fee / account holder | $118 | $142-17.0% | $9,702-98.8% | $142-17.4% |