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 | $57,956 |
BMO HARRIS BANK NA6 years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,233 | $84,936+111.0% | $111,297+61.0% | $79,386+125.8% |
| Participation rate | 96.7% | 75.9%+20.9pp | 77.3%+19.4pp | 70.7%+26.0pp |
| Annual return | 13.04% | 17.45%-4.4pp | 54.65%-41.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $6,341 | $1,979+220.4% | $2,731+132.2% | $2,427+161.2% |
| Participant deferral / active EE | $7,076 | $3,888+82.0% | $4,487+57.7% | $4,046+74.9% |
| Admin fee / account holder | $392 | $537-27.1% | $7,964-95.1% | $626-37.5% |