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 | $55,694 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $11,437 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $433,880 | $78,672+451.5% | $109,143+297.5% | $85,850+405.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.84% | 25.09%-12.2pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $7,832 | $2,735+186.4% | $3,722+110.4% | $2,565+205.3% |
| Participant deferral / active EE | $6,264 | $3,467+80.7% | $4,653+34.6% | $3,952+58.5% |
| Admin fee / account holder | $645 | $5,469-88.2% | $6,752-90.4% | $6,260-89.7% |