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 | $52,781 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $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 | $98,824 | $89,739+10.1% | $149,718-34.0% | $62,292+58.6% |
| Participation rate | 92.0% | 85.1%+6.9pp | 87.1%+4.9pp | 69.5%+22.4pp |
| Annual return | 18.61% | 21.01%-2.4pp | 1501.63%-1483.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,210 | $3,233-62.6% | $5,445-77.8% | $2,042-40.7% |
| Participant deferral / active EE | $6,305 | $4,797+31.4% | $6,569-4.0% | $3,169+99.0% |
| Admin fee / account holder | $219 | $551-60.3% | $11,283-98.1% | $479-54.3% |