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 | $22,597 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $21,361 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,230 | $70,667+10.7% | $123,104-36.5% | $52,331+49.5% |
| Participation rate | 92.2% | 83.7%+8.5pp | 86.8%+5.4pp | 68.1%+24.1pp |
| Annual return | 0.20% | 6.23%-6.0pp | 13.22%-13.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,061 | $2,946-64.0% | $5,151-79.4% | $1,882-43.6% |
| Participant deferral / active EE | $5,553 | $4,493+23.6% | $6,230-10.9% | $3,022+83.7% |
| Admin fee / account holder | $191 | $506-62.3% | $9,015-97.9% | $592-67.7% |