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 | $31,548 |
Service code 21 · EIN 39-0394950 | Bank Trustee | $14,486 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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 | $82,424 | $40,174+105.2% | $84,015-1.9% | $67,579+22.0% |
| Participation rate | 70.5% | 62.7%+7.8pp | 69.0%+1.5pp | 71.3%-0.8pp |
| Annual return | 22.26% | 25.82%-3.6pp | 71.31%-49.0pp | 378.56%-356.3pp |
| Employer contribution / active EE | $709 | $808-12.2% | $1,983-64.2% | $2,148-67.0% |
| Participant deferral / active EE | $2,680 | $2,301+16.5% | $3,239-17.3% | $3,539-24.3% |
| Admin fee / account holder | $198 | $128+54.0% | $6,101-96.8% | $142+38.9% |