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 | $24,978 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $106,336 | $39,286+170.7% | $80,716+31.7% | $79,386+33.9% |
| Participation rate | 34.1% | 41.0%-6.8pp | 54.2%-20.0pp | 70.7%-36.6pp |
| Annual return | 15.90% | 98.95%-83.0pp | 87.28%-71.4pp | 116.85%-101.0pp |
| Employer contribution / active EE | $848 | $594+42.8% | $1,160-26.9% | $2,427-65.1% |
| Participant deferral / active EE | $1,651 | $1,264+30.7% | $2,146-23.0% | $4,046-59.2% |
| Admin fee / account holder | $338 | $647-47.8% | $3,380-90.0% | $626-46.1% |