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 | $45,862 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,153 | $85,135-36.4% | $98,907-45.2% | $73,409-26.2% |
| Participation rate | 87.1% | 81.1%+6.0pp | 76.0%+11.1pp | 72.2%+14.9pp |
| Annual return | 15.52% | 19.14%-3.6pp | 196.43%-180.9pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,676 | $2,721-38.4% | $2,689-37.7% | $2,234-25.0% |
| Participant deferral / active EE | $3,056 | $4,349-29.7% | $4,244-28.0% | $3,805-19.7% |
| Admin fee / account holder | $138 | $139-1.1% | $6,642-97.9% | $158-12.8% |