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 | $161,661 |
Service code 50 · EIN 39-1859759 | Direct Payment | $41,268 |
BMO HARRIS BANK NA5+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,911 | $96,403-26.4% | $93,606-24.2% | $77,787-8.8% |
| Participation rate | 97.2% | 87.6%+9.5pp | 75.8%+21.4pp | 73.2%+24.0pp |
| Annual return | 20.80% | 39.36%-18.6pp | 32.76%-12.0pp | 32.57%-11.8pp |
| Employer contribution / active EE | $605 | $3,616-83.3% | $2,718-77.7% | $2,504-75.8% |
| Participant deferral / active EE | $4,945 | $5,341-7.4% | $4,069+21.5% | $3,967+24.6% |
| Admin fee / account holder | $120 | $90+34.3% | $7,888-98.5% | $100+20.1% |