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 | $110,033 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $83,124 | $62,543+32.9% | $83,333-0.3% | $55,725+49.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | -5.09% | 14.85%-19.9pp | 10.63%-15.7pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,812 | $2,427+15.9% | $3,379-16.8% | $2,078+35.3% |
| Participant deferral / active EE | $4,106 | $5,682-27.7% | $5,565-26.2% | $3,356+22.4% |
| Admin fee / account holder | $208 | $103+101.3% | $7,510-97.2% | $115+80.2% |