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 | $27,443 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer 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 | $59,781 | $65,376-8.6% | $87,100-31.4% | $65,185-8.3% |
| Participation rate | 88.9% | 75.3%+13.6pp | 76.9%+12.0pp | 70.2%+18.7pp |
| Annual return | 24.54% | 31.27%-6.7pp | 28.19%-3.6pp | 29.38%-4.8pp |
| Employer contribution / active EE | $49 | $1,822-97.3% | $2,521-98.1% | $2,177-97.8% |
| Participant deferral / active EE | $1,964 | $3,388-42.0% | $4,049-51.5% | $3,514-44.1% |
| Admin fee / account holder | $218 | $520-58.1% | $7,497-97.1% | $847-74.3% |