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 | $40,813 |
Service code 17 · EIN 55-0844872 | Pension Consulting | $14,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,376 |
CHORTEK LLP1+ years Service code 10 · EIN 42-0993792 | Accounting | $7,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,184 | $57,108+38.7% | $94,224-16.0% | $52,331+51.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -1.14% | 1.47%-2.6pp | 10.68%-11.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $4,171 | $1,735+140.4% | $3,587+16.3% | $1,882+121.7% |
| Participant deferral / active EE | $3,359 | $3,040+10.5% | $4,320-22.3% | $3,022+11.1% |
| Admin fee / account holder | $387 | $546-29.2% | $6,269-93.8% | $592-34.6% |