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 | $31,545 |
BMO HARRIS BANK NA6+ 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 | $126,207 | $136,307-7.4% | $177,821-29.0% | $73,488+71.7% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.7%+4.9pp | 70.7%+21.9pp |
| Annual return | 19.12% | 18.68%+0.4pp | 48.32%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $2,022 | $3,712-45.5% | $5,918-65.8% | $2,270-10.9% |
| Participant deferral / active EE | $7,182 | $5,829+23.2% | $7,714-6.9% | $3,740+92.1% |
| Admin fee / account holder | $120 | $596-79.8% | $12,427-99.0% | $513-76.5% |