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 | $114,082 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,902 | $51,288+135.7% | $81,983+47.5% | $73,409+64.7% |
| Participation rate | 82.2% | 64.0%+18.2pp | 69.2%+13.0pp | 72.2%+10.0pp |
| Annual return | 13.07% | 29.48%-16.4pp | 41.31%-28.2pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,302 | $1,487+54.8% | $2,498-7.8% | $2,234+3.1% |
| Participant deferral / active EE | $2,977 | $2,715+9.6% | $3,722-20.0% | $3,805-21.8% |
| Admin fee / account holder | $144 | $125+15.2% | $5,664-97.5% | $158-8.5% |