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 | $28,181 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $44,476 | $59,186-24.9% | $76,768-42.1% | $56,287-21.0% |
| Participation rate | 96.7% | 75.2%+21.5pp | 77.0%+19.8pp | 69.9%+26.9pp |
| Annual return | -3.84% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,112 | $1,759-36.8% | $2,485-55.2% | $2,111-47.3% |
| Participant deferral / active EE | $1,659 | $3,255-49.0% | $3,852-56.9% | $3,350-50.5% |
| Admin fee / account holder | $197 | $489-59.7% | $6,675-97.0% | $521-62.2% |