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 | $32,275 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $10,862 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,875 | $53,412-21.6% | $68,509-38.9% | $52,331-20.0% |
| Participation rate | 99.1% | 71.7%+27.5pp | 74.7%+24.4pp | 68.1%+31.0pp |
| Annual return | -0.09% | 3.42%-3.5pp | 8.27%-8.4pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,662 | $1,607+3.4% | $2,278-27.0% | $1,882-11.7% |
| Participant deferral / active EE | $2,467 | $2,688-8.2% | $3,382-27.1% | $3,022-18.4% |
| Admin fee / account holder | $158 | $461-65.7% | $5,275-97.0% | $592-73.3% |