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 | $95,123 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $88,769 | $56,640+56.7% | $80,975+9.6% | $57,658+54.0% |
| Participation rate | 99.4% | 75.9%+23.6pp | 75.8%+23.6pp | 70.2%+29.2pp |
| Annual return | 7.89% | 19.97%-12.1pp | 17.10%-9.2pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,598 | $2,085+24.6% | $3,714-30.1% | $1,974+31.6% |
| Participant deferral / active EE | $3,433 | $4,944-30.6% | $5,696-39.7% | $3,061+12.2% |
| Admin fee / account holder | $203 | $87+133.4% | $5,516-96.3% | $95+115.0% |