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 Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $9,405 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $7,032 |
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).
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 | $194,502 | $54,320+258.1% | $67,652+187.5% | $52,331+271.7% |
| Participation rate | 93.7% | 73.6%+20.1pp | 75.7%+18.0pp | 68.1%+25.6pp |
| Annual return | -1.02% | 6.81%-7.8pp | 6625.04%-6626.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $7,764 | $1,544+402.9% | $2,266+242.7% | $1,882+312.6% |
| Participant deferral / active EE | $5,343 | $2,950+81.1% | $3,560+50.1% | $3,022+76.8% |
| Admin fee / account holder | $64 | $527-87.9% | $4,821-98.7% | $592-89.2% |