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 | $20,866 |
BRONFMAN E.L. ROTHSCHILD4+ years Filed as: BRONFMAN E.L. ROTHCHILD L.P. Service code 27 · EIN 39-1908691 | Advisory (Plan) | $15,937 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,587 | $66,302-23.7% | $110,238-54.1% | $56,287-10.1% |
| Participation rate | 79.7% | 74.9%+4.7pp | 79.8%-0.2pp | 69.9%+9.8pp |
| Annual return | -5.27% | -1.18%-4.1pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,201 | $2,047-41.3% | $3,826-68.6% | $2,111-43.1% |
| Participant deferral / active EE | $1,354 | $3,381-60.0% | $4,672-71.0% | $3,350-59.6% |
| Admin fee / account holder | $290 | $698-58.5% | $8,547-96.6% | $521-44.4% |