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 | $17,785 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,657 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,726 | $81,474-10.7% | $133,956-45.7% | $73,488-1.0% |
| Participation rate | 85.7% | 76.4%+9.4pp | 79.8%+5.9pp | 70.7%+15.0pp |
| Annual return | 13.13% | 19.40%-6.3pp | 45.09%-32.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,433 | $2,209-35.2% | $3,919-63.4% | $2,270-36.9% |
| Participant deferral / active EE | $1,719 | $3,786-54.6% | $5,048-65.9% | $3,740-54.0% |
| Admin fee / account holder | $280 | $713-60.7% | $8,927-96.9% | $513-45.4% |