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 | $19,380 |
BRONFMAN E.L. ROTHSCHILD5+ years Filed as: BRONFMAN E.L. ROTHCHILD L.P. Service code 27 · EIN 39-1908691 | Advisory (Plan) | $15,488 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 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 | $58,748 | $86,332-32.0% | $125,175-53.1% | $65,185-9.9% |
| Participation rate | 78.1% | 75.3%+2.8pp | 79.8%-1.7pp | 70.2%+7.9pp |
| Annual return | 19.63% | 27.43%-7.8pp | 43.79%-24.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,095 | $2,040-46.3% | $3,865-71.7% | $2,177-49.7% |
| Participant deferral / active EE | $1,271 | $3,537-64.1% | $4,937-74.3% | $3,514-63.8% |
| Admin fee / account holder | $264 | $609-56.6% | $9,702-97.3% | $847-68.8% |