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 | $76,495 |
Service code 16 PO BOX 6004 · INDIANAPOLIS, IN 462066004 | Consulting | $3,699 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,582 | $61,473-25.8% | $81,930-44.4% | $73,409-37.9% |
| Participation rate | 91.7% | 72.4%+19.3pp | 72.0%+19.7pp | 72.2%+19.6pp |
| Annual return | 14.43% | 28.26%-13.8pp | 29.49%-15.1pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,155 | $1,898-39.1% | $4,310-73.2% | $2,234-48.3% |
| Participant deferral / active EE | $2,846 | $3,080-7.6% | $7,107-60.0% | $3,805-25.2% |
| Admin fee / account holder | $161 | $125+28.3% | $5,158-96.9% | $158+2.0% |