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 | $107,260 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 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 | $85,321 | $69,231+23.2% | $91,989-7.2% | $67,579+26.3% |
| Participation rate | 99.7% | 78.9%+20.8pp | 78.6%+21.1pp | 71.3%+28.5pp |
| Annual return | 21.01% | 32.03%-11.0pp | 69.02%-48.0pp | 378.56%-357.5pp |
| Employer contribution / active EE | $2,763 | $2,284+21.0% | $3,452-20.0% | $2,148+28.6% |
| Participant deferral / active EE | $4,141 | $5,854-29.3% | $5,923-30.1% | $3,539+17.0% |
| Admin fee / account holder | $193 | $107+79.3% | $7,743-97.5% | $142+35.3% |