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 | $17,008 |
WIPFLI LLP4 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $8,100 |
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 |
MATRIX TRUST COMPANY1 year Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,208 | $59,263+62.3% | $96,562-0.4% | $79,386+21.2% |
| Participation rate | 86.9% | 61.9%+25.0pp | 69.8%+17.1pp | 70.7%+16.2pp |
| Annual return | 9.99% | 27.07%-17.1pp | 37.78%-27.8pp | 116.85%-106.9pp |
| Employer contribution / active EE | $1,538 | $1,216+26.6% | $2,356-34.7% | $2,427-36.6% |
| Participant deferral / active EE | $3,484 | $2,948+18.2% | $3,849-9.5% | $4,046-13.9% |
| Admin fee / account holder | $164 | $658-75.1% | $6,181-97.3% | $626-73.8% |