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 | $14,676 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $7,500 |
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 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,300 | $42,548+65.2% | $74,550-5.7% | $56,287+24.9% |
| Participation rate | 83.3% | 60.5%+22.9pp | 69.1%+14.2pp | 69.9%+13.5pp |
| Annual return | -3.78% | 12.40%-16.2pp | 32.53%-36.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $733 | $855-14.2% | $1,961-62.6% | $2,111-65.3% |
| Participant deferral / active EE | $2,473 | $2,277+8.6% | $3,108-20.4% | $3,350-26.2% |
| Admin fee / account holder | $148 | $467-68.4% | $5,060-97.1% | $521-71.6% |