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 | $29,151 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $112,240 | $98,982+13.4% | $162,163-30.8% | $65,185+72.2% |
| Participation rate | 92.1% | 85.8%+6.3pp | 87.6%+4.5pp | 70.2%+21.9pp |
| Annual return | 22.80% | 24.84%-2.0pp | 115.59%-92.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,823 | $3,467-47.4% | $5,614-67.5% | $2,177-16.2% |
| Participant deferral / active EE | $7,074 | $5,384+31.4% | $7,298-3.1% | $3,514+101.3% |
| Admin fee / account holder | $115 | $596-80.7% | $10,843-98.9% | $847-86.4% |