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 | $37,592 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $32,435 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,401 | $121,341-10.7% | $189,513-42.8% | $79,386+36.5% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.8%+8.9pp | 70.7%+26.0pp |
| Annual return | 16.30% | 21.08%-4.8pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,289 | $3,915-67.1% | $6,162-79.1% | $2,427-46.9% |
| Participant deferral / active EE | $7,030 | $6,395+9.9% | $8,221-14.5% | $4,046+73.8% |
| Admin fee / account holder | $248 | $651-61.9% | $12,045-97.9% | $626-60.4% |