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, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $6,325 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,636 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $88,493 | $49,138+80.1% | $84,015+5.3% | $65,185+35.8% |
| Participation rate | 89.7% | 60.7%+28.9pp | 69.0%+20.7pp | 70.2%+19.5pp |
| Annual return | 22.77% | 23.00%-0.2pp | 71.31%-48.5pp | 29.38%-6.6pp |
| Employer contribution / active EE | $409 | $914-55.2% | $1,983-79.4% | $2,177-81.2% |
| Participant deferral / active EE | $2,872 | $2,397+19.8% | $3,239-11.3% | $3,514-18.3% |
| Admin fee / account holder | $87 | $543-84.0% | $6,101-98.6% | $847-89.8% |