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 | $117,002 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Annual investment return 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 | $109,822 | $46,423+136.6% | $75,886+44.7% | $67,579+62.5% |
| Participation rate | 83.6% | 63.1%+20.5pp | 69.3%+14.3pp | 71.3%+12.3pp |
| Annual return | 2.21% | 32.29%-30.1pp | 30.76%-28.5pp | 378.56%-376.3pp |
| Employer contribution / active EE | $2,341 | $1,406+66.4% | $2,500-6.4% | $2,148+9.0% |
| Participant deferral / active EE | $2,967 | $2,564+15.7% | $3,603-17.7% | $3,539-16.2% |
| Admin fee / account holder | $149 | $132+12.8% | $5,418-97.3% | $142+4.5% |