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 | $64,156 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $8,700 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,248 | $64,286-6.3% | $90,951-33.8% | $73,409-17.9% |
| Participation rate | 82.6% | 63.6%+19.0pp | 69.0%+13.6pp | 72.2%+10.4pp |
| Annual return | 16.81% | 21.45%-4.6pp | 134.60%-117.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $564 | $895-37.0% | $2,122-73.4% | $2,234-74.8% |
| Participant deferral / active EE | $3,593 | $2,453+46.5% | $3,373+6.5% | $3,805-5.6% |
| Admin fee / account holder | $166 | $287-42.1% | $5,959-97.2% | $158+5.4% |