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 | $53,043 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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).
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 | $358,178 | $65,365+448.0% | $92,893+285.6% | $72,985+390.8% |
| Participation rate | 97.7% | 68.3%+29.4pp | 76.0%+21.7pp | 69.5%+28.2pp |
| Annual return | 23.66% | 42.10%-18.4pp | 109.41%-85.8pp | 81.00%-57.3pp |
| Employer contribution / active EE | $7,299 | $2,594+181.4% | $3,653+99.8% | $2,440+199.1% |
| Participant deferral / active EE | $5,379 | $3,128+71.9% | $4,236+27.0% | $3,607+49.1% |
| Admin fee / account holder | $487 | $4,251-88.6% | $5,794-91.6% | $5,124-90.5% |