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 | $22,996 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,770 | $84,936+247.0% | $111,297+164.8% | $79,386+271.3% |
| Participation rate | 99.5% | 75.9%+23.6pp | 77.3%+22.2pp | 70.7%+28.8pp |
| Annual return | 16.96% | 17.45%-0.5pp | 54.65%-37.7pp | 116.85%-99.9pp |
| Employer contribution / active EE | $4,164 | $1,979+110.4% | $2,731+52.5% | $2,427+71.5% |
| Participant deferral / active EE | $7,460 | $3,888+91.9% | $4,487+66.2% | $4,046+84.4% |
| Admin fee / account holder | $93 | $537-82.7% | $7,964-98.8% | $626-85.2% |