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: TRANSITION FINANCE STRATEGIES Service code 14 · EIN 13-4238973 | Plan Administrator | $69,169 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,470 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,971 | $78,852+7.8% | $76,768+10.7% | $75,289+12.9% |
| Participation rate | 90.1% | 85.0%+5.2pp | 77.0%+13.2pp | 72.4%+17.7pp |
| Annual return | 11.38% | -1.29%+12.7pp | 2.43%+9.0pp | -0.04%+11.4pp |
| Employer contribution / active EE | $2,970 | $2,794+6.3% | $2,485+19.5% | $2,405+23.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $54 | $79-31.8% | $6,675-99.2% | $102-47.4% |