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 Service code 15 · EIN 36-2085229 | Recordkeeping | $61,668 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $23,593 |
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 | $85,472 | $55,182+54.9% | $73,307+16.6% | $55,191+54.9% |
| Participation rate | 99.4% | 73.9%+25.5pp | 74.9%+24.5pp | 69.2%+30.3pp |
| Annual return | -0.54% | 8.55%-9.1pp | 5.67%-6.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $2,665 | $1,935+37.8% | $3,237-17.7% | $1,899+40.4% |
| Participant deferral / active EE | $3,273 | $4,641-29.5% | $4,991-34.4% | $3,046+7.4% |
| Admin fee / account holder | $186 | $68+171.2% | $5,637-96.7% | $91+104.6% |