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 | $31,866 |
Service code 17 · EIN 55-0844872 | Pension Consulting | $19,450 |
CHORTEK LLP4+ years Service code 10 · EIN 42-0993792 | Accounting | $7,875 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $64,295 | $66,302-3.0% | $110,238-41.7% | $56,287+14.2% |
| Participation rate | 93.9% | 74.9%+19.0pp | 79.8%+14.1pp | 69.9%+24.1pp |
| Annual return | -6.58% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,600 | $2,047+27.0% | $3,826-32.1% | $2,111+23.2% |
| Participant deferral / active EE | $3,794 | $3,381+12.2% | $4,672-18.8% | $3,350+13.3% |
| Admin fee / account holder | $287 | $698-58.9% | $8,547-96.6% | $521-44.8% |