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 | $169,536 |
Service code 50 · EIN 39-1859759 | Direct Payment | $42,292 |
BMO HARRIS BANK NA6+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,480 | $105,190-30.1% | $98,907-25.7% | $90,288-18.6% |
| Participation rate | 96.4% | 86.4%+10.1pp | 76.0%+20.4pp | 73.4%+23.1pp |
| Annual return | 13.68% | 18.52%-4.8pp | 196.43%-182.7pp | 53.97%-40.3pp |
| Employer contribution / active EE | $637 | $3,831-83.4% | $2,689-76.3% | $2,524-74.8% |
| Participant deferral / active EE | $5,230 | $5,616-6.9% | $4,244+23.2% | $4,232+23.6% |
| Admin fee / account holder | $118 | $97+21.0% | $6,642-98.2% | $114+3.3% |