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 | $6,497 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Filed as: ONEMAERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $131,416 | $48,076+173.3% | $78,689+67.0% | $62,891+109.0% |
| Participation rate | 92.5% | 65.2%+27.3pp | 73.6%+18.9pp | 69.3%+23.2pp |
| Annual return | 9.41% | 31.35%-21.9pp | 62.18%-52.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $4,569 | $2,015+126.8% | $2,851+60.3% | $2,281+100.3% |
| Participant deferral / active EE | $4,515 | $2,588+74.5% | $3,517+28.4% | $3,203+41.0% |
| Admin fee / account holder | $60 | $3,207-98.1% | $4,510-98.7% | $4,296-98.6% |