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 | $7,175 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,122 | $48,261-74.9% | $68,793-82.4% | $55,725-78.2% |
| Participation rate | 56.6% | 71.0%-14.4pp | 72.2%-15.6pp | 70.9%-14.3pp |
| Annual return | -5.29% | -2.61%-2.7pp | -4.63%-0.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $250 | $1,742-85.6% | $2,625-90.5% | $2,078-88.0% |
| Participant deferral / active EE | $1,111 | $2,712-59.0% | $3,311-66.5% | $3,356-66.9% |
| Admin fee / account holder | $26 | $126-79.4% | $5,131-99.5% | $115-77.4% |