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 | $8,572 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,216 | $28,109+178.3% | $71,086+10.0% | $56,287+39.0% |
| Participation rate | 30.1% | 40.4%-10.3pp | 54.7%-24.5pp | 69.9%-39.7pp |
| Annual return | -5.55% | -615.05%+609.5pp | 650.59%-656.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $645 | $558+15.7% | $1,088-40.7% | $2,111-69.4% |
| Participant deferral / active EE | $1,204 | $1,116+7.9% | $1,874-35.8% | $3,350-64.1% |
| Admin fee / account holder | $138 | $585-76.4% | $3,082-95.5% | $521-73.5% |