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 | $184,733 |
Service code 50 · EIN 39-1859759 | Direct Payment | $25,000 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,829 | $82,279-22.4% | $77,999-18.2% | $63,975-0.2% |
| Participation rate | 96.4% | 84.7%+11.7pp | 75.5%+20.9pp | 71.1%+25.3pp |
| Annual return | 8.91% | 11.20%-2.3pp | 425.96%-417.1pp | 48.65%-39.7pp |
| Employer contribution / active EE | $565 | $3,297-82.9% | $2,470-77.1% | $2,182-74.1% |
| Participant deferral / active EE | $4,058 | $4,538-10.6% | $3,497+16.1% | $3,356+20.9% |
| Admin fee / account holder | $141 | $81+73.8% | $5,480-97.4% | $70+100.8% |