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 | $17,263 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $10,930 |
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 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,260 | $70,908-43.2% | $98,907-59.3% | $73,488-45.2% |
| Participation rate | 69.0% | 73.8%-4.7pp | 76.0%-7.0pp | 70.7%-1.6pp |
| Annual return | 22.50% | 34.17%-11.7pp | 196.43%-173.9pp | 28.51%-6.0pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,572 | $3,500-26.5% | $4,244-39.4% | $3,740-31.2% |
| Admin fee / account holder | $237 | $535-55.7% | $6,642-96.4% | $513-53.8% |