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 | $9,610 |
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 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,423 | $58,083-21.8% | $80,019-43.2% | $56,287-19.3% |
| Participation rate | 54.8% | 73.6%-18.8pp | 75.8%-21.0pp | 69.9%-15.1pp |
| Annual return | -4.86% | 34.61%-39.5pp | 11.22%-16.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,805 | $3,135-42.4% | $3,686-51.0% | $3,350-46.1% |
| Admin fee / account holder | $186 | $623-70.1% | $6,521-97.1% | $521-64.2% |