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 | $6,469 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years 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 | $131,256 | $53,127+147.1% | $86,590+51.6% | $70,131+87.2% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.0pp | 69.5%+23.1pp |
| Annual return | 16.31% | 27.66%-11.4pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $4,522 | $2,068+118.7% | $2,839+59.3% | $2,342+93.1% |
| Participant deferral / active EE | $4,683 | $2,696+73.7% | $3,609+29.8% | $3,332+40.6% |
| Admin fee / account holder | $59 | $3,585-98.4% | $4,906-98.8% | $4,645-98.7% |