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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085529 | Recordkeeping | $14,687 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,502 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,936 | $54,320+177.9% | $67,652+123.1% | $52,331+188.4% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.7%+23.7pp | 68.1%+31.3pp |
| Annual return | 1.41% | 6.81%-5.4pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $5,435 | $1,544+252.0% | $2,266+139.9% | $1,882+188.8% |
| Participant deferral / active EE | $6,565 | $2,950+122.5% | $3,560+84.4% | $3,022+117.2% |
| Admin fee / account holder | $97 | $527-81.6% | $4,821-98.0% | $592-83.6% |