Filed December 5, 2023
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 | $260,842 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,841 | $40,113+49.2% | $84,015-28.8% | $77,787-23.1% |
| Participation rate | 68.1% | 62.8%+5.3pp | 69.0%-0.9pp | 73.2%-5.1pp |
| Annual return | 6.18% | 23.27%-17.1pp | 71.31%-65.1pp | 32.57%-26.4pp |
| Employer contribution / active EE | $1,045 | $847+23.4% | $1,983-47.3% | $2,504-58.3% |
| Participant deferral / active EE | $1,018 | $2,030-49.9% | $3,239-68.6% | $3,967-74.3% |
| Admin fee / account holder | $110 | $92+20.3% | $6,101-98.2% | $100+10.1% |