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: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $45,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $20,926 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,892 | $98,982-12.2% | $162,163-46.4% | $65,185+33.3% |
| Participation rate | 96.8% | 85.8%+11.0pp | 87.6%+9.3pp | 70.2%+26.6pp |
| Annual return | 23.74% | 24.84%-1.1pp | 115.59%-91.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,130 | $3,467-67.4% | $5,614-79.9% | $2,177-48.1% |
| Participant deferral / active EE | $6,116 | $5,384+13.6% | $7,298-16.2% | $3,514+74.0% |
| Admin fee / account holder | $245 | $596-58.9% | $10,843-97.7% | $847-71.1% |