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 | $100,264 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,093 | $65,592+43.5% | $90,160+4.4% | $69,631+35.1% |
| Participation rate | 99.5% | 77.6%+21.8pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 14.91% | 57.10%-42.2pp | 34.88%-20.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $2,472 | $2,193+12.7% | $3,318-25.5% | $2,032+21.7% |
| Participant deferral / active EE | $3,978 | $5,257-24.3% | $5,288-24.8% | $3,224+23.4% |
| Admin fee / account holder | $204 | $86+138.3% | $5,943-96.6% | $110+84.9% |