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: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,376 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $39,740 | $48,261-17.7% | $68,793-42.2% | $55,725-28.7% |
| Participation rate | 88.8% | 71.0%+17.7pp | 72.2%+16.5pp | 70.9%+17.9pp |
| Annual return | -5.99% | -2.61%-3.4pp | -4.63%-1.4pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,164 | $1,742-33.2% | $2,625-55.7% | $2,078-44.0% |
| Participant deferral / active EE | $2,775 | $2,712+2.3% | $3,311-16.2% | $3,356-17.3% |
| Admin fee / account holder | $80 | $126-36.9% | $5,131-98.4% | $115-30.9% |