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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $155,893 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD, INC. Service code 28 · EIN 39-6037917 | Investment Management | $88,356 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $49,652 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,435 | $88,324+201.7% | $115,037+131.6% | $55,191+382.7% |
| Participation rate | 98.6% | 72.5%+26.1pp | 81.4%+17.3pp | 69.2%+29.5pp |
| Annual return | 0.54% | 6.30%-5.8pp | 26.14%-25.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $8,193 | $2,805+192.1% | $4,608+77.8% | $1,899+331.5% |
| Participant deferral / active EE | $10,034 | $5,042+99.0% | $6,026+66.5% | $3,046+229.4% |
| Admin fee / account holder | $625 | $105+493.4% | $8,175-92.4% | $91+588.8% |