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 | $55,594 |
BMO HARRIS BANK NA5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,606 | $73,638+118.1% | $95,952+67.4% | $73,488+118.5% |
| Participation rate | 99.1% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 16.03% | 16.78%-0.8pp | 91.61%-75.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $5,784 | $1,863+210.5% | $2,541+127.6% | $2,270+154.8% |
| Participant deferral / active EE | $6,717 | $3,617+85.7% | $4,167+61.2% | $3,740+79.6% |
| Admin fee / account holder | $378 | $482-21.6% | $6,795-94.4% | $513-26.3% |