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 | $22,346 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,020 | $35,986+194.6% | $77,482+36.8% | $73,488+44.3% |
| Participation rate | 31.6% | 40.8%-9.2pp | 54.2%-22.6pp | 70.7%-39.1pp |
| Annual return | 11.71% | 19.26%-7.5pp | 54.79%-43.1pp | 28.51%-16.8pp |
| Employer contribution / active EE | $746 | $557+33.9% | $986-24.4% | $2,270-67.1% |
| Participant deferral / active EE | $1,484 | $1,198+23.9% | $1,861-20.3% | $3,740-60.3% |
| Admin fee / account holder | $334 | $466-28.4% | $2,858-88.3% | $513-35.0% |