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 | $11,853 |
BMO HARRIS BANK NA4+ 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 | $101,696 | $31,679+221.0% | $74,701+36.1% | $65,185+56.0% |
| Participation rate | 29.9% | 40.4%-10.4pp | 54.5%-24.5pp | 70.2%-40.3pp |
| Annual return | 22.78% | 39.04%-16.3pp | 752.92%-730.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $733 | $566+29.5% | $1,084-32.3% | $2,177-66.3% |
| Participant deferral / active EE | $1,488 | $1,191+25.0% | $1,964-24.2% | $3,514-57.6% |
| Admin fee / account holder | $198 | $379-47.9% | $3,333-94.1% | $847-76.7% |