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 |
|---|---|---|
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,726 | $79,428+147.7% | $106,548+84.6% | $79,386+147.8% |
| Participation rate | 86.7% | 74.1%+12.6pp | 76.1%+10.6pp | 70.7%+16.0pp |
| Annual return | 13.24% | 18.27%-5.0pp | 26.80%-13.6pp | 116.85%-103.6pp |
| Employer contribution / active EE | $14,004 | $2,234+526.9% | $2,819+396.8% | $2,427+476.9% |
| Participant deferral / active EE | $1,420 | $3,823-62.9% | $4,398-67.7% | $4,046-64.9% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |