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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $2,675 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $625 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $79,720 | $72,770+9.6% | $67,652+17.8% | $55,191+44.4% |
| Participation rate | 76.0% | 78.8%-2.8pp | 75.7%+0.4pp | 69.2%+6.9pp |
| Annual return | 8.15% | -3.26%+11.4pp | 6625.04%-6616.9pp | 10.78%-2.6pp |
| Employer contribution / active EE | $2,362 | $1,769+33.5% | $2,266+4.3% | $1,899+24.4% |
| Participant deferral / active EE | $4,323 | $3,408+26.8% | $3,560+21.4% | $3,046+41.9% |
| Admin fee / account holder | $14 | $79-82.6% | $4,821-99.7% | $91-84.9% |