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 | $252,920 |
BMO HARRIS BANK NA4 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 | $59,767 | $43,466+37.5% | $90,951-34.3% | $90,288-33.8% |
| Participation rate | 64.6% | 62.5%+2.1pp | 69.0%-4.5pp | 73.4%-8.8pp |
| Annual return | 3.60% | 25.26%-21.7pp | 134.60%-131.0pp | 53.97%-50.4pp |
| Employer contribution / active EE | $1,378 | $840+64.0% | $2,122-35.1% | $2,524-45.4% |
| Participant deferral / active EE | $991 | $2,138-53.6% | $3,373-70.6% | $4,232-76.6% |
| Admin fee / account holder | $110 | $92+19.4% | $5,959-98.2% | $114-3.9% |