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 | $45,501 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | 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 | $62,324 | $66,310-6.0% | $93,606-33.4% | $65,185-4.4% |
| Participation rate | 98.6% | 74.0%+24.6pp | 75.8%+22.7pp | 70.2%+28.4pp |
| Annual return | 19.40% | 42.58%-23.2pp | 32.76%-13.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,130 | $2,012+5.8% | $2,718-21.6% | $2,177-2.2% |
| Participant deferral / active EE | $3,772 | $3,342+12.9% | $4,069-7.3% | $3,514+7.4% |
| Admin fee / account holder | $176 | $6,897-97.5% | $7,888-97.8% | $847-79.3% |