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 | $8,485 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 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 |
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 | $182,685 | $60,124+203.8% | $90,404+102.1% | $79,858+128.8% |
| Participation rate | 89.0% | 65.0%+24.0pp | 72.7%+16.3pp | 69.6%+19.4pp |
| Annual return | 22.25% | 71.94%-49.7pp | 1293.02%-1270.8pp | 31.71%-9.5pp |
| Employer contribution / active EE | $4,632 | $2,068+124.0% | $3,262+42.0% | $2,471+87.5% |
| Participant deferral / active EE | $5,638 | $2,938+91.9% | $3,963+42.2% | $3,740+50.7% |
| Admin fee / account holder | $72 | $3,976-98.2% | $5,611-98.7% | $5,306-98.6% |