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 | $18,732 |
Service code 16 PO BOX 6004 · INDIANAPOLIS, IN 462066004 | Consulting | $905 |
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 |
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.
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 | $13,270 | $61,473-78.4% | $81,930-83.8% | $73,409-81.9% |
| Participation rate | 72.5% | 72.4%+0.1pp | 72.0%+0.5pp | 72.2%+0.3pp |
| Annual return | 12.12% | 28.26%-16.1pp | 29.49%-17.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $316 | $1,898-83.3% | $4,310-92.7% | $2,234-85.8% |
| Participant deferral / active EE | $1,602 | $3,080-48.0% | $7,107-77.5% | $3,805-57.9% |
| Admin fee / account holder | $53 | $125-57.5% | $5,158-99.0% | $158-66.2% |