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 Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $22,427 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $11,960 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $11,047 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,105 | $34,492-35.9% | $80,004-72.4% | $55,191-59.9% |
| Participation rate | 84.0% | 62.9%+21.2pp | 73.0%+11.0pp | 69.2%+14.9pp |
| Annual return | -1.34% | 3.50%-4.8pp | 7.63%-9.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,072 | $1,043+2.8% | $2,473-56.6% | $1,899-43.5% |
| Participant deferral / active EE | $2,045 | $2,104-2.8% | $3,204-36.2% | $3,046-32.9% |
| Admin fee / account holder | $113 | $69+63.0% | $5,033-97.8% | $91+24.5% |