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, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $6,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,655 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,059 | $54,573+88.8% | $90,951+13.3% | $73,488+40.2% |
| Participation rate | 90.7% | 61.2%+29.5pp | 69.0%+21.7pp | 70.7%+20.0pp |
| Annual return | 15.89% | 16.69%-0.8pp | 134.60%-118.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $449 | $991-54.7% | $2,122-78.9% | $2,270-80.2% |
| Participant deferral / active EE | $3,031 | $2,517+20.4% | $3,373-10.1% | $3,740-19.0% |
| Admin fee / account holder | $86 | $521-83.4% | $5,959-98.6% | $513-83.2% |