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 | $118,542 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,223 | $52,886-61.8% | $109,895-81.6% | $93,030-78.3% |
| Participation rate | 99.6% | 66.4%+33.2pp | 74.2%+25.3pp | 73.9%+25.7pp |
| Annual return | 17.37% | 16.89%+0.5pp | 29.45%-12.1pp | 158.70%-141.3pp |
| Employer contribution / active EE | $1,439 | $1,248+15.3% | $2,842-49.4% | $2,706-46.8% |
| Participant deferral / active EE | $2,439 | $2,815-13.4% | $4,048-39.8% | $4,562-46.5% |
| Admin fee / account holder | $72 | $91-20.6% | $6,066-98.8% | $152-52.5% |