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 | $37,228 |
Service code 17 · EIN 55-0844872 | Pension Consulting | $19,000 |
CHORTEK LLP5+ years Service code 10 · EIN 42-0993792 | Accounting | $8,500 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,898 | $86,332-12.1% | $125,175-39.4% | $65,185+16.4% |
| Participation rate | 97.4% | 75.3%+22.0pp | 79.8%+17.6pp | 70.2%+27.2pp |
| Annual return | 20.87% | 27.43%-6.6pp | 43.79%-22.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,694 | $2,040+32.1% | $3,865-30.3% | $2,177+23.8% |
| Participant deferral / active EE | $4,129 | $3,537+16.7% | $4,937-16.4% | $3,514+17.5% |
| Admin fee / account holder | $304 | $609-50.1% | $9,702-96.9% | $847-64.1% |