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 | $39,913 |
Service code 10 7500 OLSON MEMEORIAL HWY, STE 200 · GOLDEN VALLEY, MN 55427 | Accounting | $9,400 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $64,988 | $56,629+14.8% | $77,999-16.7% | $55,167+17.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 8.26% | 2866.98%-2858.7pp | 425.96%-417.7pp | 169.23%-161.0pp |
| Employer contribution / active EE | $908 | $1,723-47.3% | $2,470-63.3% | $1,963-53.8% |
| Participant deferral / active EE | $2,411 | $2,777-13.2% | $3,497-31.0% | $3,054-21.0% |
| Admin fee / account holder | $280 | $467-39.9% | $5,480-94.9% | $504-44.4% |