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 | $12,971 |
WIPFLI LLP2 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $7,700 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $77,255 | $49,138+57.2% | $84,015-8.0% | $65,185+18.5% |
| Participation rate | 87.6% | 60.7%+26.8pp | 69.0%+18.6pp | 70.2%+17.4pp |
| Annual return | 16.44% | 23.00%-6.6pp | 71.31%-54.9pp | 29.38%-12.9pp |
| Employer contribution / active EE | $730 | $914-20.1% | $1,983-63.2% | $2,177-66.5% |
| Participant deferral / active EE | $2,689 | $2,397+12.2% | $3,239-17.0% | $3,514-23.5% |
| Admin fee / account holder | $131 | $543-75.9% | $6,101-97.9% | $847-84.6% |