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 | $55,984 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $48,709 | $93,131-47.7% | $106,548-54.3% | $86,799-43.9% |
| Participation rate | 90.3% | 81.4%+8.9pp | 76.1%+14.2pp | 72.3%+18.1pp |
| Annual return | 15.04% | 19.45%-4.4pp | 26.80%-11.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,696 | $2,895-41.4% | $2,819-39.8% | $2,405-29.5% |
| Participant deferral / active EE | $3,187 | $4,708-32.3% | $4,398-27.5% | $4,131-22.8% |
| Admin fee / account holder | $143 | $145-1.6% | $7,407-98.1% | $170-15.8% |