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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $3,084 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,089 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $115,673 | $54,320+112.9% | $67,652+71.0% | $52,331+121.0% |
| Participation rate | 92.2% | 73.6%+18.6pp | 75.7%+16.5pp | 68.1%+24.1pp |
| Annual return | 2.23% | 6.81%-4.6pp | 6625.04%-6622.8pp | 4.54%-2.3pp |
| Employer contribution / active EE | $4,475 | $1,544+189.9% | $2,266+97.5% | $1,882+137.8% |
| Participant deferral / active EE | $5,368 | $2,950+82.0% | $3,560+50.8% | $3,022+77.6% |
| Admin fee / account holder | $37 | $527-93.0% | $4,821-99.2% | $592-93.8% |