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 | $88,675 |
BMO HARRIS BANK NA5+ 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 | $14,779 | $48,116-69.3% | $99,443-85.1% | $77,787-81.0% |
| Participation rate | 80.3% | 60.0%+20.4pp | 73.8%+6.5pp | 73.2%+7.1pp |
| Annual return | 26.54% | 23.23%+3.3pp | 30.72%-4.2pp | 32.57%-6.0pp |
| Employer contribution / active EE | $979 | $1,057-7.4% | $2,540-61.5% | $2,504-60.9% |
| Participant deferral / active EE | $1,662 | $2,238-25.7% | $3,619-54.1% | $3,967-58.1% |
| Admin fee / account holder | $63 | $87-28.3% | $6,250-99.0% | $100-37.4% |