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 | $99,167 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,697 | $78,781+16.4% | $100,516-8.8% | $73,409+24.9% |
| Participation rate | 97.8% | 80.0%+17.8pp | 79.4%+18.4pp | 72.2%+25.6pp |
| Annual return | 18.93% | 31.69%-12.8pp | 30.89%-12.0pp | 59.29%-40.4pp |
| Employer contribution / active EE | $3,324 | $2,420+37.4% | $3,418-2.7% | $2,234+48.8% |
| Participant deferral / active EE | $3,946 | $6,537-39.6% | $6,270-37.1% | $3,805+3.7% |
| Admin fee / account holder | $175 | $145+20.6% | $8,081-97.8% | $158+11.0% |