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 | $17,708 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,769 | $73,638+232.4% | $95,952+155.1% | $73,488+233.1% |
| Participation rate | 99.6% | 76.2%+23.4pp | 77.1%+22.5pp | 70.7%+28.9pp |
| Annual return | 11.18% | 16.78%-5.6pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $4,083 | $1,863+119.1% | $2,541+60.7% | $2,270+79.9% |
| Participant deferral / active EE | $7,047 | $3,617+94.8% | $4,167+69.1% | $3,740+88.5% |
| Admin fee / account holder | $64 | $482-86.7% | $6,795-99.1% | $513-87.5% |