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 | $22,088 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $12,858 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,692 | $79,428-46.3% | $106,548-59.9% | $79,386-46.2% |
| Participation rate | 88.7% | 74.1%+14.5pp | 76.1%+12.5pp | 70.7%+18.0pp |
| Annual return | 14.22% | 18.27%-4.1pp | 26.80%-12.6pp | 116.85%-102.6pp |
| Employer contribution / active EE | $6,171 | $2,234+176.2% | $2,819+118.9% | $2,427+154.2% |
| Participant deferral / active EE | $3,696 | $3,823-3.3% | $4,398-16.0% | $4,046-8.6% |
| Admin fee / account holder | $236 | $523-54.9% | $7,407-96.8% | $626-62.3% |