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 | $148,303 |
Service code 50 · EIN 39-1859759 | Direct Payment | $45,853 |
BMO HARRIS BANK NA7+ years 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 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,643 | $114,195-32.9% | $106,548-28.1% | $93,030-17.6% |
| Participation rate | 96.8% | 86.4%+10.4pp | 76.1%+20.7pp | 73.9%+22.9pp |
| Annual return | 15.61% | 22.18%-6.6pp | 26.80%-11.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $636 | $4,009-84.1% | $2,819-77.5% | $2,706-76.5% |
| Participant deferral / active EE | $5,475 | $5,908-7.3% | $4,398+24.5% | $4,562+20.0% |
| Admin fee / account holder | $96 | $105-8.8% | $7,407-98.7% | $152-37.0% |