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 | $17,495 |
BMO HARRIS BANK NA1 year 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,158 | $59,263+239.4% | $96,562+108.3% | $79,386+153.4% |
| Participation rate | 89.1% | 61.9%+27.2pp | 69.8%+19.3pp | 70.7%+18.4pp |
| Annual return | 13.48% | 27.07%-13.6pp | 37.78%-24.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $4,405 | $1,216+262.4% | $2,356+86.9% | $2,427+81.5% |
| Participant deferral / active EE | $3,308 | $2,948+12.2% | $3,849-14.0% | $4,046-18.2% |
| Admin fee / account holder | $162 | $658-75.4% | $6,181-97.4% | $626-74.1% |