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 |
|---|---|---|
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $6,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,819 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $75,757 | $42,548+78.1% | $74,550+1.6% | $56,287+34.6% |
| Participation rate | 88.3% | 60.5%+27.8pp | 69.1%+19.2pp | 69.9%+18.5pp |
| Annual return | -4.71% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $404 | $855-52.7% | $1,961-79.4% | $2,111-80.9% |
| Participant deferral / active EE | $2,648 | $2,277+16.3% | $3,108-14.8% | $3,350-21.0% |
| Admin fee / account holder | $83 | $467-82.3% | $5,060-98.4% | $521-84.1% |