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 | $47,003 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,001 | $72,277+478.3% | $101,248+312.8% | $79,858+423.4% |
| Participation rate | 95.1% | 68.5%+26.6pp | 75.8%+19.3pp | 69.6%+25.4pp |
| Annual return | 15.62% | 22.30%-6.7pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $7,462 | $2,692+177.2% | $3,660+103.9% | $2,471+202.0% |
| Participant deferral / active EE | $5,718 | $3,282+74.2% | $4,370+30.8% | $3,740+52.9% |
| Admin fee / account holder | $448 | $4,400-89.8% | $5,945-92.5% | $5,306-91.6% |