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 | $80,795 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,554 | $35,366-64.5% | $90,645-86.2% | $75,289-83.3% |
| Participation rate | 80.2% | 57.3%+22.9pp | 74.0%+6.2pp | 72.4%+7.8pp |
| Annual return | -4.90% | -2.19%-2.7pp | 1.88%-6.8pp | -0.04%-4.9pp |
| Employer contribution / active EE | $869 | $916-5.2% | $2,532-65.7% | $2,405-63.9% |
| Participant deferral / active EE | $1,536 | $1,998-23.1% | $3,425-55.1% | $3,739-58.9% |
| Admin fee / account holder | $65 | $59+10.5% | $4,994-98.7% | $102-36.3% |