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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $4,278 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,460 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $115,029 | $45,152+154.8% | $73,843+55.8% | $59,632+92.9% |
| Participation rate | 94.1% | 64.0%+30.1pp | 73.4%+20.7pp | 68.7%+25.4pp |
| Annual return | -0.89% | 27.40%-28.3pp | 2267.84%-2268.7pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,993 | $1,902+110.0% | $2,787+43.3% | $2,203+81.3% |
| Participant deferral / active EE | $3,835 | $2,574+49.0% | $3,583+7.0% | $3,192+20.2% |
| Admin fee / account holder | $52 | $3,516-98.5% | $4,880-98.9% | $4,297-98.8% |