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 | $47,466 |
BMO HARRIS BANK NA4 years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,110 | $65,376+117.4% | $87,100+63.2% | $65,185+118.0% |
| Participation rate | 95.0% | 75.3%+19.6pp | 76.9%+18.1pp | 70.2%+24.8pp |
| Annual return | 22.12% | 31.27%-9.2pp | 28.19%-6.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $5,370 | $1,822+194.7% | $2,521+113.0% | $2,177+146.7% |
| Participant deferral / active EE | $6,335 | $3,388+87.0% | $4,049+56.5% | $3,514+80.3% |
| Admin fee / account holder | $344 | $520-33.8% | $7,497-95.4% | $847-59.4% |