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 | $30,153 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,884 | $84,936-30.7% | $111,297-47.1% | $79,386-25.8% |
| Participation rate | 94.7% | 75.9%+18.9pp | 77.3%+17.4pp | 70.7%+24.0pp |
| Annual return | 16.51% | 17.45%-0.9pp | 54.65%-38.1pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,208 | $1,979-39.0% | $2,731-55.8% | $2,427-50.2% |
| Participant deferral / active EE | $2,102 | $3,888-45.9% | $4,487-53.2% | $4,046-48.0% |
| Admin fee / account holder | $184 | $537-65.8% | $7,964-97.7% | $626-70.6% |