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 | $120,423 |
BMO HARRIS BANK NA2 years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,797 | $78,419+9.4% | $133,956-36.0% | $73,409+16.9% |
| Participation rate | 97.4% | 78.6%+18.8pp | 79.8%+17.5pp | 72.2%+25.2pp |
| Annual return | 17.37% | 33.35%-16.0pp | 45.09%-27.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,221 | $2,044-40.2% | $3,919-68.8% | $2,234-45.3% |
| Participant deferral / active EE | $3,454 | $3,925-12.0% | $5,048-31.6% | $3,805-9.2% |
| Admin fee / account holder | $129 | $161-20.3% | $8,927-98.6% | $158-18.5% |